The Silvercrest Podcast

In this Silvercrest Market Update, Chairman & CEO Richard Hough and Robert Teeter, Chief Investment Strategist, explore the contradictions defining today's investment landscape—from record earnings beats and expanding profit margins to elevated valuations and massive capex spending—and discuss what it all means for active management. Visit www.silvercrestgroup.com to learn more. Important...

Silvercrest Growth Equity Portfolio Managers, Brian Bies and Jeff Nevins, discuss their investment backgrounds in technology and their perspectives on the rapidly changing world of technology in the latest episode of the Silvercrest Podcast. 1:18 Career Journeys in Tech Investing5:50 Lessons Learned from 25+ Years in the Sector13:41 The AI Bubble Debate18:56 How AI Spending Ripples Across the Mark...

Silvercrest International Value Portfolio Manager, Christopher Richey, and Bernard Paternina, Portfolio Manager, discuss their investment philosophy, global markets and geopolitical risks, and the role of AI in the latest episode of the Silvercrest Podcast. Important Disclosure: This communication was recorded on October 28, 2025 and contains the personal opinions, as of the date set forth herein,...

In this latest Silvercrest Market Update, our Chairman & CEO, Richard Hough, and Robert Teeter, Silvercrest Chief Investment Strategist break down the Fed’s latest rate cut, what it signals for the economy, and how it could support valuations in an expensive market. They also explore risks, the role of AI-driven productivity, and whether more cuts may follow this year. Important Disclosure:Thi...

Important Disclosure: This communication was recorded on May 29, 2025 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Brown and Mr. Kelleher. No part of Mr. Brown’s or Mr. Kelleher’s compensation was, is or will be related to any specific views contained in this presentation. This communication is inte...

How are companies finding earnings growth in today's economy? Silvercrest's Chairman & CEO, Richard Hough, and Robert Teeter, Chief Investment Strategist, discuss inflation, tariffs, and corporate earnings growth in the Silvercrest Podcast.. Important Disclosure:This communication was recorded on June 5, 2025 and contains the personal opinions, as of the date set forth herein, about the securi...

Silvercrest's Chairman & CEO, Richard Hough, and Robert Teeter, Chief Investment Strategist, discuss the current economy. Important Disclosure:This communication was recorded on May 14, 2025 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Teeter and Mr. Hough. No part of Mr. Teeter’s or Mr. Hou...

Silvercrest's Chairman & CEO, Richard Hough, and Robert Teeter, Chief Investment Strategist, discuss their recent trip together to China. Important Disclosure:This communication was recorded on May 7, 2025 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Teeter and Mr. Hough. No part of Mr. Teeter’s...

Silvercrest's Chief Investment Strategist Robert Teeter, and Rehan Chaudhri, Global Equity Portfolio Manager, discuss markets and the economy. Important Disclosure:This communication was recorded on April 15, 2025 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Teeter and Mr. Chaudhri. No part of M...

Silvercrest's Chairman & CEO, Richard Hough, and Robert Teeter, Chief Investment Strategist, provide a market update. Important Disclosure:This communication was recorded on April 3, 2025 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Teeter and Mr. Hough. No part of Mr. Teeter’s or Mr. Hough&...

Silvercrest's Chairman & CEO, Richard Hough, and Robert Teeter, Chief Investment Strategist, provide a market update. Important Disclosure:This communication was recorded on April 3, 2025 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Teeter and Mr. Hough. No part of Mr. Teeter’s or Mr. Hough&...

The Silvercrest Podcast, Episode 11 Robert Teeter, Silvercrest's Chief Investment Strategist, and Patrick Chovanec, Silvercrest Economic Advisor discuss GDP and how it is calculated in our podcast series on understanding economic data. We'd love to hear from you! Contact us at www.silvercrestgroup.com/contact Important Disclosure: This communication was recorded on October 11, 2024 and contains th...

The Silvercrest Podcast, Episode 10 Robert Teeter, Silvercrest's Chief Investment Strategist, and Patrick Chovanec, Silvercrest Economic Advisor discuss inflation in our podcast series on understanding economic data. We'd love to hear from you! Contact us at www.silvercrestgroup.com/contact Important Disclosure: This communication was recorded on October 11, 2024 and contains the personal opinions...

The Silvercrest Podcast, Episode 9 Robert Teeter, Silvercrest's Chief Investment Strategist, and Patrick Chovanec, Silvercrest Economic Advisor kick off our podcast series on understanding economic data. We'd love to hear from you! Contact us at www.silvercrestgroup.com/contact Important Disclosure: This communication was recorded on September 19, 2024 and contains the personal opinions, as of the...

The Silvercrest Podcast, Episode 8. In this episode, Jennifer Baker and Judy Morrill, Silvercrest Portfolio Managers, discuss their experience helping women reach their financial goals. We'd love to hear from you. Contact us at www.silvercrestgroup.com/contact Important Disclosure: This communication was recorded on August 5, 2024 and contains the personal opinions, as of the date set forth herein...

The Silvercrest Podcast, Episode 7. In this episode, Alex Waldorf, Silvercrest Senior Analyst and Bernard Paternina, Silvercrest Portfolio Manager, discuss Alex's recently published article and answer questions pertaining to Bitcoin's energy consumption. We'd love to hear from you. Contact us at www.silvercrestgroup.com/contact Important Disclosure: This communication was recorded on July 1, 2024...

The Silvercrest Podcast, Episode 6. In this episode, Rohan Kalyanpur, Silvercrest Chief Technology Officer and Jeff Nevins, Silvercrest Portfolio Manager, discuss how companies are racing to experiment, implement or innovate using the latest Artificial Intelligence technology. We'd love to hear from you. Contact us at www.silvercrestgroup.com/contact Important Disclosure: This communication was re...

The Silvercrest Podcast, Episode 5. In this episode, Patrick Chovanec, Silvercrest Economic Advisor, and Al Chan, a Portfolio Manager of Silvercrest's International Value Equity team, discuss Taiwan's role in the semiconductor industry and the global economy at large. We'd love to hear from you. Contact us at www.silvercrestgroup.com/contact Important Disclosure: This communication was recorded on...

In this episode, Silvercrest Chairman & CEO, Rick Hough, and Robert Teeter, Chief Investment Strategist, discuss the economy and markets. Important Disclosure: This communication was recorded on June 4, 2024 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Teeter and Mr. Hough. No part of Mr. Teeter...

Robert Teeter, Silvercrest's Chief Investment Strategist, and Patrick Chovanec, Silvercrest Economic Advisor discuss the current state of Saudi Arabia and its ongoing socio-economic transformation. Important Disclosure: This communication was recorded on April 17, 2024 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects di...

Robert Teeter, Silvercrest's Chief Investment Strategist, and Patrick Chovanec, Silvercrest Economic Advisor discuss the latest news on Mexico's economic and political situation and its current relationship with the U.S. Important Disclosure: This communication was recorded on April 4, 2024 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/o...

Robert Teeter, Silvercrest's Chief Investment Strategist, and Patrick Chovanec, Silvercrest Economic Advisor discuss Japan's recent market news and provide some history of the country's economics.   Important Disclosure: This communication was recorded on March 14, 2024 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects d...