- 34 minutes 37 secondsEpisode 42: Progress over perfection
2024 outlook: Part 1.
Special Guests: Phil Orlando and RJ Gallo.
25 January 2024, 5:00 pm - 27 minutesEpisode 43: Surprises to come
2024 outlook: Part 2.
Special Guests: Phil Orlando and RJ Gallo.
25 January 2024, 5:00 pm - 41 minutes 51 secondsEpisode 41: In defense of dividends
The past, present and future of dividend investing.
Special Guest: Deborah Bickerstaff.
11 August 2023, 5:00 pm - 43 minutes 46 secondsEpisode 40: Putting the inflation genie into its lamp
Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior portfolio manager.
Special Guests: Phil Orlando and RJ Gallo.
25 April 2023, 7:00 pm - 1 hour 2 minutesEpisode 39: Themes, forecasts and pockets of value
Special Guests: Phil Orlando and RJ Gallo.
20 January 2023, 4:00 pm - 40 minutes 13 secondsEpisode 38: Small but mighty
Moderated by Senior Equity Strategist Linda Duessel, Senior Portfolio Managers Stephen DeNichilo and John Ettinger discuss where they see opportunities in the small-cap market.
Special Guests: John Ettinger and Stephen DeNichilo.
6 January 2023, 6:00 pm - 45 minutes 25 secondsEpisode 37: Is recession around the corner?
Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion about the global inflation problem, monetary policy and the probability of recession.
Special Guests: Don Ellenberger, Silvia Dall'Angelo, and Steve Chiavarone.
6 December 2022, 7:00 pm - 29 minutes 51 secondsEpisode 36: Revenge of the boring
Federated Hermes Senior Equity Strategist Linda Duessel interviews Senior Portfolio Managers Donald Ellenberger and Daniel Peris on the rise of what some may consider “boring” investment solutions for 2022.
Special Guests: Daniel Peris and Don Ellenberger.
4 August 2022, 2:00 pm - 24 minutes 59 secondsEpisode 35: 40 years on Wall Street
Federated Hermes Senior Equity Strategist Linda Duessel interviews CIO of Equities Stephen Auth on the investment and life lessons he's learned throughout his career.
Special Guest: Steve Auth.
13 July 2022, 2:00 pm - 47 minutes 46 secondsEpisode 34: Ahead of expectations
Global Liquidity Markets CIO Deborah Cunningham, chosen by Barron’s as one of the 100 Most Influential Women in U.S. Finance, and Steven Chiavarone, head of multi-asset solutions, discuss the latest Federal Reserve meeting and how to prepare for the path of Fed action amid these uncertain times.
Special Guests: Deborah Cunningham and Steve Chiavarone.
9 May 2022, 6:00 pm - 56 minutes 16 secondsEpisode 33: Undeniably hawkish
This episode is a special recording of a roundtable discussion Linda Duessel, senior equity strategist, led with Susan Hill, senior portfolio manager and head of the Government Liquidity Group, R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee, and Phil Orlando, chief equity strategist and head of Client Portfolio Management, discussing the latest Fed action and inflation expectations.
Special Guests: Phil Orlando, RJ Gallo, and Susan Hill.
1 April 2022, 2:45 pm - More Episodes? Get the App