May 18—$6.0 trillion. Roughly half of that was recently given out to ease Americans’ COVID-19-induced economic suffering—with nearly another $3 trillion now proposed. That’s atop a U.S. debt tab of over $20 trillion. Our CIO Tony Roth and Chief Economist Luke Tilley discuss why it matters, whether we should be worried, and the importance of having a plan. Please listen to important disclosures at the end of the podcast.
April 28—Chief Investment Officer Tony Roth is joined by Credit Suisse Managing Director and Chief U.S. Equity Strategist Jonathan Golub, and Wilmington Trust’s Head of Investment Strategy Meghan Shue, to discuss how the U.S.’ response to COVID-19 has impacted equity market valuation and stability, how the markets may fare in a less globalized society, and what sectors to consider, despite this contracting environment. Jonathan Golub, Managing Director, Chief U.S.
April 20—Chief Investment Officer Tony Roth speaks with Ofer Levy, MD, PhD, physician-scientist in pediatric infectious diseases, Director of the Precision Vaccines Program at Boston Children’s Hospital, and Professor at Harvard Medical School. Dr. Levy discusses the race to develop therapeutics, including plasma therapies, and when we can expect a viable vaccine.