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Notes from the CIO - SAM

Notes from the CIO - SAM

Hosted by Mark Mowrey, CFA

Episodes

4

Latest episode

Feb 2026

Language

EN-US

About the show

Statera's Chief Investment Officer, Mark Mowrey, provides additional perspective on this month's commentary. Importantly, this commentary is not presented as an investment recommendation. The approach described may not be right for everyone. No one watching or listening to this commentary should take our comments as advice specific to or appropriate for their individual situation. Individual circumstances should be taken into consideration when determining a suitable investment approach. All investing carries risk.

Listen to episodes

4 recent
February 28, 2026Episode 27 min

The Risk of Being Wrong

This month, I push back against the extremes.

August 7, 2025Episode 815 min

I've Heard This One Before

In this podcast I speak to concerns regarding the AI land grab.

August 21, 2024Episode 88 min

Leaning on Narratives

In this podcast, I lament the quick-draw narratives that seem to drive short-term market volatility.

April 24, 2024Episode 48 min

Can't Will Returns

This session, I ponder the motivations of and position our work against the "do this now!" punditry.

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