Each of MainStay's boutique managers has its unique focus, process, and philosophy, as well as independent views on the markets and economy. To help you better understand today's investment landscape, our portfolio managers give their insights and perspectives on a wide variety of topics.
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Economic and Market Updates
Ep. 18: The Helicopters are Coming
March 31,2020 - The helicopters are coming. Actively Speaking is back with Global Strategist Kevin Hebner as we discuss recent moves by the Fed and the $2tn fiscal package's goal to help mitigate the economic impact of COVID-19. Will these efforts be deployed efficiently and able to support vulnerable small and medium sized businesses? What are the prerequisites for markets to recover and begin to stabilize? Listen in.
Ep. 13: Brexit Update 2020
January 24,2020 - The UK is set to leave the EU on January 31st and will begin a yearlong transition period. How will this impact the UK and EU economies? What does the investment landscape look like during this transitional period? Epoch Co-CIO and Portfolio Manager Bill Booth joins the show to discuss the implications of Brexit in 2020.
Ep. 12: Cold War 2.0
January 9, 2020 - While the recent trade negotiations between the U.S. and China produced a welcomed truce, it should be quite apparent that this is so much more than a trade war. Greater than trade or tech are the values that will determine the architecture and governance of the global economic order. Epoch CEO and Co-CIO Bill Priest returns to discuss what this could mean for the global economy.
Ep. 11: The State of ESG
December 6, 2019 - Environmental, social and governance (ESG) factor consideration has grown substantially over the past decade as more managers seek to expand their investment lens to account for a growing number of issues. Epoch's Head of Sustainable Investment, Richard Watt, joins Actively Speaking to discuss ESG's growing influence on investing and the various hurdles it faces in achieving market standardization.
Ep. 10: Cutting the Cord: the Content, the Competition, and the Chaos
October 31, 2019 - 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.
Ep. 9: Used Cars: Solving the Problem of “The Market for Lemons”
October 17, 2019 - 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.
Ep. 8: Behavioral Finance: Are We All Rational Wealth Maximizers?
October 3, 2019 - From anchoring to mental accounting, host Steve Bleiberg does a deep dive into some of the behavioral biases investors should be aware of.
Ep. 7: Negative Interest Rates: How We Got Here, Who’s Buying Bonds, and What It Means for Banks
September 19, 2019 - 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.
Ep. 6: What Do We Mean When We Talk About Value?
September 5, 2019 - 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?"
Ep. 5: Back to School: An Active Manager’s Report Card
August 22, 2019 -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.
Ep. 4: Blitzscale and Hope
August 8, 2019 - 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.
Ep. 3: The Future of Autonomous Vehicles
July 22, 2019 - 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.
Ep. 2: The Limits of Theory
July 10, 2019 - 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.
Ep. 1: Winning at Active Management with Epoch CEO Bill Priest
June 18, 2019 - In Actively Speaking’s inaugural episode, Epoch CEO Bill Priest joins host Steve Bleiberg to discuss winning at active management