T. Rowe Price’s White on Four-Pillar Investing
Earnings in 3Q beat expectations, but momentum is fading, suggesting a high earnings bar for 2026 and potentially more market volatility. In this episode of the Inside Active podcast, host David Cohne...
10 Dec 202532min
Chesapeake’s Parker on Pure Trend Following
Earnings season was strong, with profits doubling forecasts and solid margins driving the bull market despite higher volatility. In this episode of Inside Active, host David Cohne, mutual fund and act...
25 Nov 202532min
VanEck’s Rodilosso & Sokol on Mitigating CLO Risk
A potential shift in US monetary policy toward fiscal dominance — where government financing influences rates more than inflation control — could change the risk-return trade-off for CLO investors. In...
11 Nov 202544min
TCW’s Horton on Transforming Legacy Industries
AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutua...
28 Okt 202540min
GQG Partners’ Sid Jain on Forward-Looking Quality
High-quality stocks, measured by profitability, are trading at historically elevated levels, among the strongest in 25 years. In this episode of Inside Active, host David Cohne, mutual fund and active...
14 Okt 202525min
Baron’s Lippert on Secular Growth and Technology
Despite tariff-related concerns, corporate earnings, especially in the S&P 500, have been stronger than expected. In this episode of Inside Active, host David Cohne, mutual-fund and active management ...
30 Sep 202533min
Cusana’s Marshall-Lee on Founder-Led Companies
Emerging markets have had one of the strongest years since 2017, with currency appreciation a key driver of returns. In this episode of Inside Active, host David Cohne, mutual fund and active manageme...
16 Sep 202539min
Easterly’s Holzer on Asymmetric Return Patterns
Defined-outcome and options-overlay ETFs take in roughly $3 billion a month, reflecting rising investor demand. In this episode of Inside Active, host David Cohne, mutual fund and active management an...
2 Sep 202546min
