Crypto has been gaining momentum. Regulation is evolving.

In this episode of Capital Considerations, Tony Roth welcomes Matt Hougan, CIO of Bitwise Asset Management, for a discussion on the future of crypto investing. They explore the potential impact of Bitcoin and Ethereum ETFs, the bipartisan Genius Act’s implications for U.S. crypto regulation, and how stablecoins could disrupt traditional banking.

Whether you're new to crypto or a seasoned investor, this episode offers insights on regulatory trends, and crypto’s growing influence in the global economy.

2025 has already brought sweeping legislative changes, new tariffs, and significant regulatory shifts. While the economy is showing signs of resilience, challenges remain. Individuals are navigating persistent inflation on the goods side, and business owners are contending with rising input costs, cautious consumer behavior, and a volatile regulatory landscape.

In today’s episode, we’re sharing a replay of a recent webinar held on Thursday, July 17. I was joined by our, Chief Economist, Luke Tilley, Chief Investment Strategist, Meghan Shue, and Head of U.S. Markets Dave DiLuigi, to discuss what these historic changes mean for the economy and markets.

Our discussion centers on our 2025 Capital Markets Forecast: A Chutes & Ladders Economy—exploring how economic risks and opportunities are unfolding as we move into the second half of the year.

We hope you find the discussion insightful.

Artificial intelligence, which has made remarkable strides in areas like language and imagery, is now beginning to revolutionize the life sciences. Listen as Tony Roth and his guest, Vik Bajaj, co-founder of Foresite Labs, explore the powerful convergence of AI and biotechnology. Unlike consumer applications, applying AI to biology requires generating entirely new datasets—often at great cost and complexity—to model and intervene in the most intricate systems of all: living organisms. The conversation explores the mission of Foresite Labs and how AI is transforming our understanding of health, disease, and the future of medicine.

On May 6, Head of Wealth Management Lisa Roberts moderated a conversation with Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley where they examined policy, the economy, and markets 100 days into President Trump’s second term. 

Topics covered during the conversation included:

In this episode of Capital Considerations, Tony Roth and Shehzad Qazi, managing director at China Beige Book, offer an unfiltered analysis of China’s economic outlook and its complex relationship with the United States. While China's manufacturing and policy support are keeping growth afloat, deep-rooted challenges—from weak consumer demand to a faltering property sector—continue to cloud the picture.

On April 9, Head of Wealth Management Lisa Roberts moderated a discussion with our investment team on the current volatility and economic outlook.

Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared valuable insights on the recent market drawdown1Disclosure number, please reference additional details in the Disclosures section at the bottom of this page. and what they are watching in the weeks ahead.

During the conversation, the team provided insight on: 

Advancements in AI algorithms are shifting the balance between computing power and efficiency, reducing reliance on high-powered GPUs and accelerating AI democratization. CIO Tony Roth and Anshumali Shrivastava, a computer science professor at Rice University and founder of Third AI Corp explore the revolutionary impact of DeepSeek on the AI ecosystem and delve into AI’s growing role in industries from finance to education, the implications for white- and blue-collar jobs, and how AI-driven advancements could redefine global productivity, economic policy, and even medicine. 

Wilmington Trust's Chief investment Officer Tony Roth, Chief Economist Luke Tilley, Head of Head of Investment Strategy Meghan Shue, speak with Denise Monahan, market leader Pennsylvania and Southern New Jersey about the 2025 Capital Markets Forecasts, Investing in a Chutes & Ladders Economy: Gaming Out Portfolios in 2025, the team's economic and investment outlook for the year ahead. During the discussion, they explored the team's baseline expectation for the economy and markets. They also took a look at the principal upside and downside risks, which they liken to the chutes and ladders you would encounter when playing the board game. Finally, they explain what it means for the team's investment strategy.

As artificial intelligence technologies grow, the importance of safeguarding your information can become more critical. Listen as Chief Investment Officer Tony Roth and James Kaplan, partner and chief technology officer of McKinsey’s Enterprise Technology practice discuss how you can use AI to secure yourself, and how to stay protected from it.

In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year.

For more information on our midyear market and economic outlook, please see our latest Capital Perspectives publication.