Episode 9: Consequences of Conflict
Chief Investment Officer Tom Herrick and guest Bradford Klein, the co-founder of Core Commodity Management, discuss the fallout of geopolitical events on commodity prices.
Episode 8: Supply Pains – A Symphony Out of Tune
Chief Investment Officer Tom Herrick and guest Michael Contopoulos, Director of Fixed Income at Richard Bernstein Advisors, have a reprised conversation on the current pains within the supply chain and the inflationary boom.
Episode 6: A Conversation on Commodities— An Uncommon Yet Everyday Subject
Chief Investment Officer Tom Herrick and guest Bradford Klein, the co-founder of Core Commodity Management, discuss the avalanche in demand coming for metals and other commodities.
Episode 5: Single-Family Home Prices, Everybody’s Business
Chief Investment Officer Tom Herrick and guest Steve Shigekawa, Managing Director and Real Estate Portfolio Manager at Neuberger Berman, discuss the strengths and dynamics of the current red hot single-family housing market.
Episode 4: Innovations in Health Sciences
Chief Investment Officer Tom Herrick and guest Brian Dausch, Vice President and Portfolio Specialist at T. Rowe Price, discuss the innovations in Health Sciences—the pandemic's silver lining.
Episode 3: The Complex U.S./China Relationship
Cary Street Partners CIO Tom Herrick and Boston Partners Emerging Markets Portfolio Manager discuss the complex U.S/China relationship.
Episode 2: Equity Market Rotation
In this episode of the Cary Street Partners CIO Conversation Series, Tom Herrick and Dan Suzuki, Richard Bernstein Advisors Deputy CIO, discuss the equity market rotation from large cap technology to cyclical.