Podcast
Wilmington Trust’s Capital Considerations
Hosted by Wilmington Trust · EN
Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
13episodes
Episodes
Newest firstAll episodes
Iran, the Strait of Hormuz, and What a Global Energy Crisis Means for Markets
Apr 300:51:46Tap to summarizeRising tensions in the Middle East and the war with Iran are reshaping the global energy landscape, with direct implications for markets, inflation, and everyday costs. In this episode, Tony Roth reconnects with geopolitical expert Teddy Bunzel to examine the escalating conflict in and around the Strait of Hormuz—and why disruptions at this critical chokepoint matter far beyond the region. Together, they explore the intersection of geopolitics, energy security, and global finance, breaking down how military strategy, sanctions, and shifting regional power dynamics could affect oil and gas markets. The conversation also considers potential paths forward—from escalation to ceasefire—and what different outcomes could mean for energy prices, global supply chains, and economic growth. For those assessing risks to markets, portfolios, or the broader economic outlook, this episode offers a clear, informed perspective on what’s at stake—and what may come next.
Transcribe →AI’s Impact on the Health Care Investment Landscape
Mar 1800:36:24Tap to summarizeHow far can artificial intelligence really take healthcare—and where are the investable opportunities today? As AI accelerates everything from diagnosis and physician productivity to drug discovery and clinical trials, the industry is entering a pivotal shift. But key questions remain. Listen as Tony Roth and Tom Lawry, managing director of Second Century Tech, break down how artificial intelligence is transforming healthcare, and what these shifts mean for investors. They also explore the breakthroughs redefining medical innovation, the efficiency gains transforming care delivery, and the economic constraints AI can’t solve just yet.
Transcribe →AI That Acts: What Agentic Systems Could Mean for the Economy and the Future of Work
Jan 2801:03:09Tap to summarizeAI is entering a new phase—one where systems move from analyzing data to taking action. In this episode of Capital Considerations, Tony Roth and Swami Chandrasekaran, global head of AI and Data Labs at KPMG, break down how agentic AI can plan, reason, and execute tasks, unlocking new levels of productivity across finance, investing, and risk management. They explore where we are in the AI adoption curve, what’s holding back broad productivity gains, and which sectors and roles may be most transformed as agentic systems scale. They also discuss how data, compute, and trust will shape real-world adoption.
Transcribe →Collectibles as an Asset Class: Insights for Investors
Jan 100:39:48Tap to summarizeWhat’s fueling the collectibles boom—and where should investors tread carefully? CIO Tony Roth speaks and his guest Victoria Gray, founder of Insight Art & Collectibles Advisory, unpack the $2B auction week, surging demand for blue-chip art, watches, luxury goods, and even supercars. They dive into generational shifts, online auctions, the diamond market collapse, and why family offices now view collectibles as a serious asset class. Plus, hear practical tips for building—or responsibly unwinding—a collection.
Transcribe →Unlocking Value in REITs: What Investors Need to Know
Dec 3100:39:17Tap to summarizeListed REITs are trading at deep discounts—creating a rare entry point for investors. Is now the time to seize the opportunity or should you wait for more certainty? In this episode, CIO Tony Roth talks with Rick Romano, Global Head and CIO of PGIM Real Estate Securities, about the state of commercial real estate—from AI-driven data centers to shifting urban office trends—and why REITs could outperform equities in the coming year.
Transcribe →Digital Deception and Cyber Threats: Are You Prepared for What's Next?
Nov 1900:37:11Tap to summarizeWhat happens when cybercrime meets cutting-edge tech like AI and quantum computing? In this episode of Capital Considerations, host Tony Roth sits down with former FBI counterintelligence operative Eric O’Neill to explore the future of cybersecurity. From deepfakes and ransomware to digital defense strategies and investment opportunities, discover how individuals and institutions can stay ahead in a rapidly evolving threat landscape.
Transcribe →Tariffs, Tensions, and Trade: Investing in a Shifting World
Sep 1600:37:00Tap to summarizeHow is the shifting global trade and security landscape reshaping investment strategy and geopolitical risk? In this episode of Capital Considerations, CIO Tony Roth speaks with Teddy Bunzel, managing director and head of geopolitical advisory at Lazard, about a Supreme Court case that could redefine U.S. tariff authority, the ripple effects of current trade policies, and the challenges of reshoring manufacturing in a tight labor market. The episode also explores U.S.–China tensions, risks around Taiwan, and what these developments mean for investors navigating a rapidly changing world.
Transcribe →Crypto's Next Chapter: Regulation, Innovation, Global Impact
Aug 2100:34:48Tap to summarizeCrypto has been gaining momentum. Regulation is evolving. What could this mean for your portfolio? In this episode of Capital Considerations, Tony Roth welcomes Matt Hougan, CIO of Bitwise Asset Management, for a discussion on the future of crypto investing. They explore the potential impact of Bitcoin and Ethereum ETFs, the bipartisan Genius Act’s implications for U.S. crypto regulation, and how stablecoins could disrupt traditional banking. Whether you're new to crypto or a seasoned investor, this episode offers insights on regulatory trends, and crypto’s growing influence in the global economy.
Transcribe →Midyear Market Check In: Are we climbing toward growth or sliding into risk?
Jul 2901:00:22Tap to summarize2025 has already brought sweeping legislative changes, new tariffs, and significant regulatory shifts. While the economy is showing signs of resilience, challenges remain. Individuals are navigating persistent inflation on the goods side, and business owners are contending with rising input costs, cautious consumer behavior, and a volatile regulatory landscape. In today’s episode, we’re sharing a replay of a recent webinar held on Thursday, July 17. I was joined by our, Chief Economist, Luke Tilley, Chief Investment Strategist, Meghan Shue, and Head of U.S. Markets Dave DiLuigi, to discuss what these historic changes mean for the economy and markets. Our discussion centers on our 2025 Capital Markets Forecast: A Chutes & Ladders Economy—exploring how economic risks and opportunities are unfolding as we move into the second half of the year. We hope you find the discussion insightful.
Transcribe →Building the Future of Biotech One Algorithm at a Time
Jun 2700:43:13Tap to summarizeArtificial intelligence, which has made remarkable strides in areas like language and imagery, is now beginning to revolutionize the life sciences. Listen as Tony Roth and his guest, Vik Bajaj, co-founder of Foresite Labs, explore the powerful convergence of AI and biotechnology. Unlike consumer applications, applying AI to biology requires generating entirely new datasets—often at great cost and complexity—to model and intervene in the most intricate systems of all: living organisms. The conversation explores the mission of Foresite Labs and how AI is transforming our understanding of health, disease, and the future of medicine.
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