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.

Past Episodes

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.

Episode 1: Policy Dynamics

Chief Investment Officer Tom Herrick and Steve Pavlick, Public Policy Advisor at Renaissance Macro, discuss policy dynamics of the new administration and Congress.