Vincent Mortier, Chief Investment Officer of Amundi, Europe’s largest asset manager and one of the world’s top 10, joined the podcast to survey inflation expectations and where the global economy is headed from here. He shared the questions investors are asking, where he sees valuations going, and finding creativity in the investment process. He also touched on the rise of AI and whether the “AI rally” bears comparisons to the “Dot Com Bubble.” He wrapped up with a discussion on growth projections in Asia and how having ESG-related investment objectives are important to the climate transition.
Up Next in 2023 | Inside the ICE House
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CFTC Chair Rostin Behnam on Keeping U...
Rostin Behnam, the Commodity Futures Trading Commission Chair, is responsible for the commodities markets overseeing everything from corn to crude to coffee to crypto. He joins the podcast to talk about the complexity of regulating the diverse markets that touch across all of ICE’s business lines...
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Ambev CEO Jean Jereissati Raises a Ca...
Jean Jereissati, CEO of Ambev (NYSE: ABEV), is brewing the beverage company headquartered in São Paulo into “a force for transformational technology.” He joined the podcast to talk about the evolution of the Latin American brewing company over his quarter century there, and his vision for its B2B...
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Guided by "A Sacred Oath": Former Sec...
Dr. Mark T. Esper, 29th U.S. Secretary of Defense, wrote “A Sacred Oath: Memoirs of a Secretary of Defense During Extraordinary Times” to chronicle his experiences at the Pentagon during the tumultuous term of Donald J. Trump. The pages capture his own life of service in and out of uniform, the o...
