June 9—The economy is still rising after a COVID-induced hibernation, further bolstered by easy monetary policy and vaccinations, while pent-up demand and stimulus are being deployed, brightening the outlook for corporate earnings—but for how long? How much has the recovery been priced into stocks? Chief Investment Officer Tony Roth welcomes the insights of seasoned stock pro Lori Calvasina, head of U.S.
May 26—The infrastructure package, which currently comes with a $1.7 trillion price tag, seeks to deliver new roads and bridges and expands clean energy initiatives. While President Biden is working toward a deal, a broad sweep of complex economic issues has yet to be worked out. To dimension the implications and likely outcome of this initiative, Chief Investment Officer Tony Roth turns to Professor Rick Geddes, director of Cornell University’s Program in Infrastructure Policy.
April 28—Cable vs. streaming: Who will survive or even thrive? In our latest episode we explore rapidly changing tastes and how viewers are choosing to consume content from an ever-increasing supply of providers—as well as what it means for earnings of broadcast television and cable companies. Chief Investment Officer Tony Roth welcomes media and entertainment equity analyst Neil Macker from the investment research firm Morningstar to discuss what’s in store for these industries.