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Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, takes on current topics and issues facing today's investor.

Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, takes on current topics and issues facing today's investor.
More Information

Location:

United States

Description:

Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, takes on current topics and issues facing today's investor.

Language:

English

Contact:

2129915411


Episodes

The Role of the CIO with TD Asset Management's Bruce Cooper

11/14/2019
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What does a Chief Investment Officer actually do? What's the difference between a portfolio manager and a CIO? How do you develop a team of analysts? TD Asset Management CEO Bruce Cooper (and former TDAM CIO) joins the show to discuss the role of a Chief Investment Officer.

Duration:00:14:13

Cutting the Cord: the Content, the Competition, and the Chaos

10/31/2019
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One of the biggest battles of this century is happening right in your living room. As more people say goodbye to their cable company, established players and big, new entrants including Apple and Disney are looking transform how we consume media. Epoch Co-CIO and Portfolio Manager David Pearl walks us through the stakes of this heated fight for your screen time.

Duration:00:30:36

Used Cars: Solving the Problem of "The Market for Lemons"

10/17/2019
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Is that used-car you just bought really a lemon? Epoch analyst Stephen Salzone joins the show to shine a light on the various players in the used-car market, the economics behind each car sold, and how data is impacting this fragmented industry.

Duration:00:32:44

Behavioral Finance: Are we all rational wealth maximizers?

10/3/2019
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From anchoring to mental accounting, host Steve Bleiberg does a deep dive into some of the behavioral biases investors should be aware of.

Duration:00:23:20

Negative Interest Rates: How we got here, who's buying bonds, and what it means for banks

9/19/2019
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Negative interest rates have been a distinguishing feature of the Japanese economy and many European economies for some years now, but how did we get here? Who would buy a bond with a negative yield? And how do they impact the profitability of banks? Epoch Senior Research Analyst Nikolay Petrakov answers these questions and more on Actively Speaking.

Duration:00:29:47

What Do We Mean When We Talk About Value?

9/5/2019
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Dividing the market up into "value stocks" and "growth stocks" has long been common practice in the investment world. But what do these labels really mean? Join Steve Bleiberg as he looks to answer "What is value?"

Duration:00:25:50

Back to School: An Active Manager's Report Card

8/22/2019
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Actively Speaking is going back to school. Listen in as guest Wayne Lin discusses the fundamentals of the Sharpe ratio, information ratio and active share how to use them when evaluating active managers.

Duration:00:24:10

Blitzscale and Hope

8/8/2019
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Epoch Global Strategist Kevin Hebner makes his first appearance on Actively Speaking to talk about his most recent whitepaper, "Blitzscale and Hope." Kevin dives into the current hype about two-sided digital platforms and the surge in IPO listings, their share class structures and the potential for regulation in the tech sector.

Duration:00:21:58

The Future of Autonomous Vehicles

7/22/2019
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Listen in as guest and Epoch Analyst Jérôme Van Der Ghinst discusses the future of autonomous vehicles, who are the likely winners in the space, and the externalities this revolutionary technology could have on other industries and infrastructure.

Duration:00:25:04

The Limits of Theory

7/10/2019
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Modern Portfolio Theory (MPT) dominates investment thinking today, but the pre-MPT view of the world still holds valuable insights. Listen in as host Steve Bleiberg discusses his white paper and explores the limits of MPT in aiding successful investing.

Duration:00:27:15

Winning at Active Management with Epoch CEO Bill Priest

6/18/2019
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In Actively Speaking's inaugural episode, Epoch CEO Bill Priest joins host Steve Bleiberg to discuss winning at active management

Duration:00:26:25