September 2, 20269 min
Trico - Focus on US corporate profits podcast 02 September 2026
In this podcast John Calverley, Tricio's Chief Economist, discusses his latest Focus on US corporate profits! Can record profits continue?
Episodes
72
Latest episode
Aug 2026
Language
EN
About the show
Our new podcast trailer
Listen to episodes
September 1, 202626 min
Tricio - AlphaPredictor podcast update on UK equity income funds
In this podcast James Chu, Tricio's Head of Investment Solutions joins Steven Goldin, Partner at Parala Capital to discuss the AlphaPredictor report for the UK equity income fund sector. What is the difference between the top quartile and bottom quartile funds? How important is all-weather alpha? To request a copy of our report please contact us at info@tricio-advisors.com
August 13, 202611 min
Tricio - Currency podcast for August 2026
In our Currency podcast for August 2026 John Calverley, Tricio' Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the upcoming central bank meetings, Yen intervention and Fed policy!
July 21, 202611 min
Tricio - UK PM Burnham has tough choices ahead
In this podcast John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist about PM Burnham and 10-yr. gilt yields bumping above 5%.
July 15, 202610 min
Tricio - AlphaPredictor podcast part 3 of 3
In this podcast podcast James Chu, Tricio's Head of Investment Solutions, and Steven Goldin, Partner atParala Capital, discuss some of the recent results that the AlphaPredictor fund selection tool highlighted in North America and Emerging market funds. Part 3 of 3
July 15, 202610 min
Tricio - AlphaPredictor podcast part 2 of 3
In this second of three podcasts about our AlphaPredictor fund selection tool, James Chu, Tricio's Head of Investment Solutions, and Steven Goldin, Partner at Parala Capital, explore the importance of measuring the 'time varying alpha' (macro alpha) of fund managers. Part 2 of 3
July 15, 202613 min
Tricio - AlphaPredictor podcast part 1 of 3
In this podcast James Chu, Tricio's Head of Investment Solutions, and Steven Goldin, Partner at Parala Capital, follow up on the development of the AlphaPredictor fund selection tool and how it is useful. Part 1 of 3
July 9, 20268 min
Tricio - Economics for Investment Q3 2026
In this podcast Tricio's Chief Economist, John Calverley, discusses our Q3 2026 EFI. The focus is on AI and the effect on interest with the global outlook on riding the AI boom. For further information on our research please contact us at info@tricio-advisors.com
May 14, 20263 min
Tricio - US inflation podcast 13 May 2026
In this podcast John Calverley, Tricio's Chief Economist, discusses the April CPI and PPI hot prints with Gerry Celaya, Tricio's Chief Strategist.
May 13, 202618 min
Tricio - UK political uncertainty and gilt risk
In this podcast John Calverley, Tricio's Chief Economist, James Chu, Head of Investment Solutions and Gerry Celaya, Chief Strategist, talk about political uncertainty in the UK and gilt yield market risks and opportunities!
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