May 11, 20267 min
North American Equities: The Trumposphere and the AI-Verse: Two Forces Driving Today’s Markets
North American Equities: The Trumposphere and the AI‑Verse: Two Forces Driving Today’s Markets
Episodes
188
Latest episode
May 2026
Language
EN-US
About the show
Welcome to the CI Global Asset Management Capital Insights podcast. Here you’ll discover what our thought leaders and portfolio managers have to say about the trends, events, policies and politics around the world that are creating investment risks—and opportunities.
Listen to episodes
April 13, 20268 min
Black Creek International Update as of April 7, 2026
Black Creek International Update as of April 7, 2026
April 13, 20267 min
North American Equities: What Happened in March—and What It Means for Investors
North American Equities: What Happened in March—and What It Means for Investors
March 11, 20269 min
Geopolitics in Motion: How the Iran Conflict Is Moving Markets
Geopolitics in Motion: How the Iran Conflict Is Moving Markets
March 11, 202615 min
Black Creek Global Leaders Update as of March 2, 2026
Black Creek Global Leaders Update as of March 2, 2026
February 9, 20266 min
North American Equities: What’s Ahead for 2026
North American Equities: What’s Ahead for 2026
January 13, 20267 min
North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next
North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next
December 5, 202510 min
North American Equities: November Volatility Chronicles
North American Equities: November Volatility Chronicles
November 6, 20257 min
North American Equities: October Review — Earnings and the Road to Year-End
North American Equities: October Review — Earnings and the Road to Year-End
October 22, 20255 min
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
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