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Actively Speaking Podcast

Author: Epoch Investment Partners

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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.
25 Episodes
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From Big Pharma development to the boots on the ground efforts to eradicate polio, Epoch Research Analyst Jérôme Van Der Ghinst returns to Actively Speaking to provide insight into the economics behind vaccines.  (October 23, 2020)
The last six months have been profoundly transformational, with the COVID shock acting as an accelerant for the digitization of the economy. This radical transition is especially advantageous for asset-light business models. Tune in, as Epoch's Kevin Hebner returns to Actively Speaking to discuss his latest paper, The Pandemic Accelerant (September 11, 2020)
The pandemic has brought air travel to a grinding halt in 2020, leaving many airlines struggling to adapt. But what about the aircraft manufacturers? What about their suppliers? Epoch Senior Research Analyst Chris Wolters joins Actively Speaking to share his insight on how are they fairing amid all this uncertainty. (August 7, 2020)
In the beginning of 2020, as COVID-19 infections began to surge globally, many investors were confronted by the same challenge, a severe lack of data. Hear from Epoch's Systematic Strategies team on how they've been utilizing data science and in house data sets to visualize the ever changing market environment and make informed portfolio decisions during this crisis. (July 9, 2020)
The Future of Food

The Future of Food

2020-05-2031:47

The pace of change in the food industry has never been this fast, and will never be this slow again. From plant based to gluten free, Epoch's Glen Petraglia dials into this episode of Actively Speaking to share his insight on the latest food trends , the impacts of COVID-19 on consumer habits, and how large food companies seek to compete in this ever-changing market. (May 20, 2020)
Today’s complex markets cannot be understood by solely relying on simple neo-classical economic models. In order to fully appreciate the risks and opportunities in a high VUCA (Volatility, Uncertainty, Complexity and Ambiguity) environment, Epoch CEO Philipp Hensler argues that asset managers must adopt a more mindful approach in order to adapt to unexpected events. (April 28, 2020)
COVID-19 has had a crippling impact on many companies. Economic, political, and social pressures have led some to either cut or suspend their dividends. Portfolio Manager John Tobin, PhD, CFA joins the show to discuss the varying reasons why companies could be cutting their dividends as well as the implications this crisis could have on the other components of shareholder yield. (April 16, 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. For more information and updated data from Epoch related to COVID-19 visit https://bit.ly/3dNbJNC . (March 31, 2020)
Many of the major wireless carriers are touting that the new era of 5G is here. But what does that mean? Will we really see any immediate effects? Epoch Co-CIO David Pearl rejoins Actively Speaking to break down this next generation wireless technology and discuss what impact it could have on consumers, cloud gaming, autonomous vehicles and the Internet of Things. (March 06, 2020)
Warren Buffett for years was an outspoken critic of airlines, going as far as to say that they were a “death trap” for investors. In 2016, he changed his tune with a position in Southwest Airlines. What happened? Epoch Analyst Nigel Frankson joins the show to discuss what has changed within the industry's competitive landscape. (February 21, 2020)
Does a stock’s price and its P/E ratio tell you how much a company is worth? Conventional wisdom says yes, but we think otherwise. In this episode, Steve explores the theory behind the discounted cash flow (DCF) valuation model and the underappreciated role that ROIC plays in the model. He demonstrates how we can use what we have learned about the DCF model to deconstruct P/E ratios in the real world to better understand what they do tell us. (February 06, 2020)
Brexit Update 2020

Brexit Update 2020

2020-01-2423:25

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. (January 24, 2020)
Cold War 2.0

Cold War 2.0

2020-01-0925:48

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. (January 09, 2020)
The State of ESG

The State of ESG

2019-12-0618:13

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. (December 06, 2019)
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. (November 14, 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 to 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. (October 31, 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. (October 17, 2019)
From anchoring to mental accounting, host Steve Bleiberg does a deep dive into some of the behavioral biases investors should be aware of. (October 03, 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. (September 19, 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?" (September 05, 2019) 
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