2024 Market Outlook: Macro Meets Technical
Chief Market Strategist Tom Herrick and guest Katie Stockton, Founder and Lead Principal with Fairlead Strategies, review four high-level recommendations from Cary Street Partners' 2024 Market Outlook.
Past Episodes
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 7: Alexander Hamilton – Pop Culture and History Collide
Chief Investment Officer Tom Herrick and guest David J. Cowen, President and CEO of the Museum of American Finance, discuss Alexander Hamilton, the history of the capital markets and the room where it happened.
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.
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.