As the world grapples with climate change and the need to reduce greenhouse gas emissions, many ask if EVs are a promising solution? Listen as Chief Investment Officer Tony Roth and Corey Cantor, electric vehicle associate at BloombergNEF, discuss the lifecycle analysis of EVs, from battery production to charging sources. They also delve into investments being made by industry leaders and touch on the often-overlooked topic of second-life batteries.

With the recent stressors on the stock market, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue reflect on the tumultuous months leading up to our discussion and put into context the crucial factors shaping the landscape for the fourth quarter and beyond, counting down to Election Day 2024. They share perspectives on market positioning, discuss the consumer’s role in inflation and the economic environment, and what it may mean for portfolios. 

In this episode of Capital Considerations, Tony Roth discusses the crucial topic of cybersecurity with Eric Trexler, senior vice president at Palo Alto Networks. Together they shed light on the ever-evolving threats that individuals and businesses face in the digital age. Should two-factor authentication and password management be commonplace and what is AI’s role in all of it? Learn strategies to help safeguard both your personal data and your organization's valuable assets.

[REVISIT] We understand that our emotions and impulses dictate the choices we make. Everything from what we buy at the supermarket, to the car we drive, to how we invest.

We are revisiting a previous episode where I spoke with Dr. Stephen Shu, Professor of Practice of Behavioral Economics at Cornell Dyson School of Applied Economics & Management, to better understand how behaviors can impact our financial decisions.

From smartphones to supercomputers, and automobiles to advanced medical devices, semiconductors are at the heart of it all. To introduce us to the world of semiconductors, the power behind modern technology including artificial intelligence, Tony welcomes Dr. Mark Lundstrum, distinguished professor and chief semiconductor officer at Purdue University. Tune in to gain insights into the bedrock of our digital society and the boundless possibilities that semiconductors continue to unlock.

What does living longer mean for you, the economy, and the planet? In this eye-opening episode, CIO Tony Roth and Professor Andrew Scott, renowned economist and co-author of The 100-Year Life delve into the fascinating topic of longevity and discuss how longer lifespans are reshaping retirement, health care, and the very fabric of our societies.

[REVISIT] With summer upon us, and many of us enjoying any number of water-related activities, it is a good time to reflect upon the important role oceans play in our lives and the global economy. For these reasons, we are revisiting a previously released episode. 

In a “blue economy,” a sustainable marine environment serves to advance science and technology in a way that fosters economic opportunities and societal solutions. In this episode, Chief Investment Officer Tony Roth and Dr. Peter de Menocal, director of the Woods Hole Oceanographic Institution, discuss how innovative technologies to increase the ocean's ability to absorb and store CO2 may take us one step closer to solving our climate crisis.

Artificial intelligence is a catalyst for disruptive innovation across various sectors. In this episode, CIO Tony Roth and his esteemed guest, Rudina Seseri, founder and Managing Partner of Glasswing Ventures take a deep dive into the AI landscape. They explore its unique challenges, promising ventures, and burgeoning investment opportunities.

[REVISIT] With summer upon us, and many of us enjoying any number of water-related activities, it is a good time to reflect upon the important role oceans play in our lives and the global economy. For these reasons, we are revisiting a previously released episode. 

Earth’s oceans cover over 70% of the planet’s surface, while driving weather, regulating temperature, and serving as a vital source of sustenance, transport, and commerce. In a “blue economy,” a sustainable marine environment serves to advance science and technology in a way that fosters economic opportunities and societal solutions. On this first of a two-part series, we speak with Dr. Peter de Menocal, director of the Woods Hole Oceanographic Institution, about the exploitation, preservation, and regeneration of this important ecosystem.

[REVISIT] In light of the recent wildfires in Canada that resulted in harmful smoke shrouding much of the East Coast, we are revisiting a previously released podcast.

Extreme heatwaves, devastating floods, and raging wildfires regularly compete for news headlines. How can we use these frightening and dangerous events as a catalyst for adapting to extreme weather patterns as we continue climate mitigation efforts? What imminent weather events are looming on the horizon and how should we be preparing now for the potential worst-case scenario? Chief Investment Officer Tony Roth sat down with Dr. Daniel Swain, a Climate Scientist at UCLA’s Institute of the Environment & Sustainability, to discuss the intersection of wild weather and climate change and the challenges and opportunities for the environment and your portfolio.