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Actively Speaking Podcast | Wave AI Podcast Notes
Actively Speaking Podcast
Join the portfolio managers and thought leaders at Epoch Investment Partners, Inc. (TD Epoch) as they take on current topics and issues facing today's investor.
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11 episodes
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Episodes
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A Fundamental Look at the Current AI Supercycle
00:00:00
1/5/2026
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Value Stocks, AI and the Intangibles
00:32:16
7/15/2025
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Is the Health Care Sector Healthy?
00:27:38
3/19/2025
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U.S. Commercial Real Estate and the Impact on the Financials Sector
00:27:30
11/15/2024
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The Energy Transition
00:37:41
7/5/2024
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The GLP-1 Revolution
00:24:42
3/14/2024
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What Happened to the China Rebound?
00:23:56
11/28/2023
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Share Buybacks on the Rise: Understanding Their Use
00:23:09
6/28/2023
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Understanding Management Compensation
00:21:40
3/17/2023
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Reinventing Globalization
00:17:55
12/12/2022
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