February 28, 2026Episode 27 min
The Risk of Being Wrong
This month, I push back against the extremes.
Episodes
5
Latest episode
Feb 2026
Language
EN-US
About the show
SRCM'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
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.
February 7, 2024Episode 18 min
AI in Practice
In this podcast, I provide some early glimpses of the power of artificial intelligence in practice. I also discuss some concerns I have for the technologies' broader usage in investment management and allow Microsoft's CoPilot to chime in.
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