Episode 44:
2022 Capital Markets Forecast—An Economic Cycle Unlike Any Other

Tony Roth and Luke Tilley |
Capital Considerations with Tony Roth

December 15—The health crisis of the past two years has resulted in acute dislocations among key pockets of the economy, leading to a cycle that is unprecedented. We face inflation that’s at its highest in nearly four decades and the tightest-ever labor market. Chief Investment Officer Tony Roth and Chief Economist Luke Tilley discuss the disconnects within the economy, the anticipated trajectory for inflation, and much more. Please listen to important disclosures at the end of the podcast.

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Episode 43: Help Wanted—More Than Ever Before

Tony Roth |
Capital Considerations with Tony Roth
Hiring sign

December 8—Employees and job-seekers are very much in the driver’s seat in today’s high-demand low-supply labor market—a severe issue punctuated by the November jobs report. And the labor participation rate remains a critical factor in trying to dimension the long-term trajectory of markets and inflation.

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Episode 42: Blockchain and the Future of Digital Transactions

Tony Roth |
Capital Considerations with Tony Roth

November 3—Blockchain, the brains behind cryptocurrencies, is a concept that once seemed like the stuff of science fiction. But there is much more that blockchain can do beyond supporting digital currency. It is the building block (pun intended) of programmable ledgers that will define the way forward for complex digital financial transactions. CIO Tony Roth explores blockchain’s vast potential with Paul Brody, EY Global Blockchain Leader.

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