2024 outlook: Part 1. Special Guests: Phil Orlando and RJ Gallo.
34 min
25 January 2024
Episode 43: Surprises to come
2024 outlook: Part 2. Special Guests: Phil Orlando and RJ Gallo.
27 min
11 August 2023
Episode 41: In defense of dividends
The past, present and future of dividend investing. Special Guest: Deborah Bickerstaff.
41 min
25 April 2023
Episode 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.
43 min
20 January 2023
Episode 39: Themes, forecasts and pockets of value
Special Guests: Phil Orlando and RJ Gallo.
62 min
6 January 2023
Episode 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.
40 min
6 December 2022
Episode 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.
45 min
4 August 2022
Episode 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.
29 min
13 July 2022
Episode 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.
24 min
9 May 2022
Episode 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.
