Episode 35: The Economic Toll of Climate Change

Tony Roth |
Capital Considerations with Tony Roth

June 23—Just a few years ago, the U.S. was moving at a snail’s pace relative to Europe when it came to prioritizing the climate crisis. Today, we see fervent interest from policy and industrial standpoints, as well as mainstream society—while catastrophic weather events continue to exact heavy financial tolls.

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Episode 34: Is the Stock Market Running Out of Juice?

Tony Roth |
Capital Considerations with Tony Roth

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.

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Episode 33: Building Back Bridges & Roads?
America’s Newest Deal

Tony Roth |
Capital Considerations with Tony Roth

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.

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