Investment Wars

Debate: How Strong Is the Trend Towards Reshoring of Manufacturing? Featuring: Chris Semenuk, Investment Partner with Tema ETFs. Is the trend towards reshoring due to recent stresses to the global supply chain or a trend that has been occurring regardless and now simply accelerating due to geopolitical considerations? One may be surprised at conclusions drawn. Topics include: Broad overview leadin...

Special Episode: An Insider View of Disruption within the Auto Industry Featuring: Dr. Philip Koehn, who has over two decades of experience in the Luxury auto industry, formerly as Managing Director of Jaguar and prior as Chief Engineering Director for Rolls Royce Motors. Some topics covered include: Advantages and disadvantages of Electric Drive vs. the Combustion Engine How technology plays a ro...

Debate: Is Commercial Real Estate a Risk or Opportunity? Featuring: Burl East, Portfolio Manager and Chief Executive Officer of American Assets Capital Advisers to speak with us about Real Estate. Markets have priced in a significant decline in the commercial office space sector due primarily to the twin threats of the hybrid work environment and increased interest rates. Will office space go the...

Debate: "Will the US Have a Deep Recession?" Featuring: Victoria Vogel, CFA, Senior Vice President and Product Specialist for Fixed Income at Trust Company of the West (TCW). Simply stated, interest rates have increased 5.25% over the last 20 months which will place pressures on the consumer and business alike. Savings rates are at multi-decade highs as are credit card delinquencies with job growt...

Debate: "Will the US Have a Shallow Recession?" Featuring: Jack Janasiewicz, CFA, Portfolio Manager and Lead Portfolio Strategist for Natixis Investment Managers Solutions. Sticky inflation, a hawkish Fed that is keeping interest rates high, placing increasing pressure on borrowers, a concerning global geo-political environment. These are concerns for the economy, not to mention an inverted yield...

Debate: "China in Transition: Will the Chinese Consumer and Capital Spend Driven Innovation Propel China Forward?" Featuring: Malcolm Dorson, Head of Emerging Markets Strategy and a Senior Portfolio Manager at Global X and Scott Helfstein, a PHD who is Head of Thematic Solutions at Global X. China is in a transition: On one hand, declining global trade, debt issues in the real estate sector, aging...

After a breather taken during August we are excited about the upcoming podcasts we plan to publish discussing how the future path of China affects global markets, innovation and the inverted yield curve. Tune in to hear the debates around these exciting topics. Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify. For inquiries: ocio@obsidiancio.com — IMPORTANT DISCLO...

Debate: "How Do Higher Rates Affect the Economy and Market?" Featuring: Bob Grunewald, CEO & Founder of Flat Rock Global, an alternative credit manager investing in areas of the credit market they believe are less efficient with the goal of preserving capital and generating current income. In the face of a once in a century event, the government provided massive aid packages to the population...

Debate: "The Resilience of the 60/40 Portfolio" Featuring Chris Tidmore, Senior Manager for the Vanguard Investment Advisory Research Center. The 60/40 portfolio is perhaps the most popular approach to portfolio construction. Yet, in 2022, the 60/40 performed poorly as both equity and fixed income markets experienced double digit declines. What are the positives and negatives of this approach to i...

Debate: “Will We Have a Hard Landing?” Featuring Matthew Miskin, Co-Chief Investment Strategist at John Hancock Investment Management. We have had one of the quickest and sharpest Fed rate hikes in history with federal funds yielding 5% - 5.25%, on the high side historically. Increasing rates is considered a “tightening” policy and is designed to slow the economy for one reason or another – the mo...

Debate: “US Debt Levels are Too High” Featuring Matt Orton, Head of Advisory Solutions and Market Strategy at Raymond James Investment Management. Congress passed the increase of our debt ceiling in the nick of time, averting the potential for the first US default on it’s debt – which we believe would have been devastating for both the US and global economy. However, the question remains – is our...

Debate: “Wage Inflation Will Increase for the Foreseeable Future Due to a Tight Supply of Workers” Featuring Jeremie Capron, Director of Research and Managing Partner at Robo Global, and Matthew Bartolini, Managing Director, Head of SPDR Americas Research for State Street Global. While there was a bit less of a “war” then usual, there were some relevant comments about the future of jobs and how it...

Debate: “Aging of the US Population Will Cause Deflation” Featuring Brian LoDestro, Senior Portfolio Strategist at PGIM Fixed Income, and Douglas Gimple, Senior Portfolio Specialist, Fixed Income at Diamond Hill Capital Management, Inc. Brian argued the affirmative: An aging population is expected to spend less for a variety of reasons. There will also be less workers and, historically speaking, w...

Introducing...Investment Wars! Our inaugural episode features Meera Pandit, Executive Director, Global Market Strategist at J.P. Morgan Asset Management & Lara Rhame, Chief U.S. Economist at FS Investments. In this episode, the two go head-to head in a debate on the following claim: inflation will revert to the Fed goal of 2% in the next 1 - 3 years. Never miss an episode — subscribe to Invest...