Brown Advisory CIO Perspectives

Brown Advisory

27 - Iran Headlines vs. Strong Earnings, AI Acceleration and Cheap Quality Stocks

Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

27 - Iran Headlines vs. Strong Earnings, AI Acceleration and Cheap Quality Stocks

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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

Episodi

Mer, 22 Apr 2026

Lun, 23 Mar 2026

Gio, 05 Mar 2026

Mar, 27 Gen 2026

Ven, 19 Dic 2025

Lun, 24 Nov 2025

Gio, 23 Ott 2025

Mar, 30 Set 2025

Ven, 01 Ago 2025

Mar, 01 Lug 2025

Ven, 14 Mar 2025

Ven, 15 Nov 2024

Mar, 08 Ott 2024

Lun, 22 Lug 2024

Gio, 06 Giu 2024

Gio, 22 Feb 2024

Mer, 21 Giu 2023

Mer, 03 Maggio 2023

Gio, 09 Mar 2023

Mar, 13 Dic 2022

Mar, 11 Ott 2022

Lun, 22 Ago 2022

Mer, 22 Giu 2022

Lun, 21 Mar 2022

Lun, 22 Nov 2021

Ven, 07 Maggio 2021

Ven, 09 Apr 2021

Brown Advisory CIO Perspectives

Episodi

Iran Headlines vs. Strong Earnings, AI Acceleration and Cheap Quality Stocks

Quality Stocks on Sale: Value Investing in an AI-driven Market

SaaSpocalypse, the AI Death Star and Private Credit Indigestion

Bubble or a New Cycle? Surging Small Caps, Red Hot Venture Markets and the Evolving Winners of AI

Navigating Tariffs, Rate Cuts, AI, and Market Concentration: Themes for 2025 and Roadmap for 2026

AI, Active Management, and the Evolution of Investment Edge with Jordan Wruble

AI, Rate Cuts and Market Resilience with Ryan Myerberg

AI, Tariffs & Microcycles: Credit Investing in a World of Disruption with Jon Lewinsohn of Diameter Capital Partners

Quality Investing with Valuation Discipline in Europe: A Conversation with Dirk Enderlein of Wellington Management

AI Acceleration, Tariff Turnaround and the End of American Exceptionalism?

Positioning for Uncertainty: 2025 Asset Allocation Perspectives/Outlook

Election Reflections: Economic, Market and Policy Implications, A CIO Podcast Special

Japan’s Reforms, China’s Struggles and the Case for Asian Stocks with Ward Ferry’s Vineet Mitera

Exploring Small-Cap Value Investing with Lauren Taylor Wolfe of Impactive Capital

Powering the AI Boom, Investing in Aerospace, and a Surge in Drug Innovation

2024 Asset Allocation Perspectives / Outlook

A New Bull Market? Markets shaking off a long list of concerns

Banking Crisis Update, AI Developments & COVID Normalization

The Outlook for 2023, a deep dive into the venture landscape and dissecting the AI buzz

The FTX fiasco, tech belt-tightening and key investment themes for a new year

Private markets, slowing global growth and are bonds back?

Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up

A Soft Landing, or More Volatility Ahead?

2022 Asset Allocation Outlook

Inflation, “Greenflation” and Tech Regulation

Lessons from the Late 1990s Bubble and the Road Ahead

Brown Advisory CIO Perspectives Podcast