The Tao of Chao Podcast

Chinese Americans quickly learn that there are cultural differences between the Eastern and Western business worlds. Today's guest is our bridge between the two. In this podcast episode, Philip Chao interviews Joy Chen, CEO of the Multicultural Leadership Institute. They discuss the importance of cross-cultural communication and the impact of cultural differences on leadership success. Joy sh...

Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Peter Scoblic to explore the fascinating world of strategic foresight. Peter is the co-founder, and principal of Event Horizon Strategies. Peter is also a professor at Georgetown University and Harvard’s Development Program, and he is currently writing a book about t...

Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Elliot Hentov back for an important discussion on Central Bank Digital Currency (CBDC). Elliot is the head of macro policy research and chief geopolitical strategist at State Street Global Advisors, so he's got a unique insight into this topic. Discover why CBDC...

Welcome to Tao of Chao! Join us for this episode where Philip Chao sits down with Alona Gornick, managing director, senior investment strategist, and co-head of the Chicago office for Churchill Asset Management. Tune in as they discuss private credit and hear Alona's insights on this powerful complement to traditional fixed-income strategies. Don't miss out on this valuable conversation...

In this episode of the Tao of Chao podcast, Philip Chao talks with Michael Cirami, managing director of Artisan Partners and lead portfolio manager of Emerging Markets Debt Strategies, as they discuss the emerging bond landscape and what kind of opportunities are available in today's uncertain global economy. With geopolitical conflicts flaring up around the world, it can be difficult to know...

In this episode of the Tao of Chao podcast, Philip Chao sits down with Matthew Mintzer, Executive VP of Pentegra Retirement Services, and financial industry veteran to discuss the significance of the Fiduciary Standard under ERISA (Employee Retirement Income Security Act). We live in an age where technology provides us with endless data, but how do fiduciaries navigate it wisely, and use it to adv...

Philip Chao welcomes investment strategy expert John Lunt, President of Capital Management, Inc. to the Tao of Chao podcast to explore factor investing. Learn the benefits of factor investing and how using macroeconomic and statistical factors to create an investment plan can result in greater diversification and a higher return on your investments, while mitigating risk. Don't miss this insi...

Join us on the Tao of Chao podcast as Philip Chao welcomes Dr. Jennifer Sciubba, one of the leading experts in political demography, and author of the 2022 book, 8 Billion and Counting: How Sex, Death, and Migration Shape Our World . In this episode, explore the importance of studying population dynamics beyond just exponential growth – and discover how these insights can transform our understandi...

Curious about carbon investing? Through the Paris Agreement and other initiatives, corporations are incentivizing CO2 reductions by buying and selling carbon credits now or through future contracts. Philip talks with Klaus Thuerbach, a carbon and commodity markets expert, and Founding Partner and Co-CIO at Klima Capital. Find out exactly what carbon investing is, including three main benefits of p...

Join us as Philip talks infrastructure investing with Michael Underhill, the Chief Investment Officer at Capital Innovations, and an expert in quantitative economics. Michael shares his extensive knowledge and experience in infrastructure finance, highlighting the vital role it plays in society and its potential as an investment opportunity. Discover how infrastructure goes beyond roads and bridge...

Join Philip Chao as he welcomes Dr. Elliot Hentov, Chief Geopolitical Strategist, and head of macro policy research at State Street Global Advisors, to discuss geopolitics and its impact on the global financial markets. From the changing dynamics between major powers to the challenges of portfolio construction in a multipolar world, should we still consider investing in foreign markets?   #TaoOfCh...

Stephen Shu is a Visiting Lecturer at Cornell University, Dyson School of Applied Economics and Management, and will join the faculty as a Professor of Practice in July 2023. Dr. Shu is most recognized for helping to incubate some of the very first behavioral economics initiatives around the world in the commercial sector. His expertise is in behavioral finance, and he has worked with numerous com...

Philip Chao and Jason Singer of Apollo Global Management, a leading global alternative asset management company, discuss alternative investments' ever-evolving landscape. They define and explore how public markets differ from private ones, what factors may have contributed to their overall performance over the past 15-years, and how to democratize alternatives so they can be made available mo...

As China's leader, Xi Jinping has implemented numerous domestic policies which have sparked uncertainty among investors. With the second largest economy in the world now seemingly un-investable, many are wondering how to interpret these actions and safely enter the post-COVID Chinese market both short and long term. As new initiatives arise each month for containing China politically, financi...

Philip Chao welcomes Richard Weiss, esteemed Senior VP and Chief Investment Officer of American Century Investments for Multi-Asset Strategies. Known as a leader in the field of global investments, together they explore matters such as traditional versus quantitative asset allocation, the marriage of risk and return, pitfalls to avoid when developing strategies, and setting realistic benchmarks an...

In this initial episode, we talk with the creator of the Tao of Chao podcast, Philip Chao, to discuss what IS the Tao of Chao podcast? How did it come to be and what is its purpose? 👓 Learn more about our HOST Philip Chao Website: https://philipchao.us Follow Philip on LinkedIn DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers...

As published on: https://blogs.allspringglobal.com/2022/12/part-2-a-retirement-conversation-with-philip-chao/ In part 2 of a 2-part series, Sean Fullerton, senior DC (defined contribution) investment strategist at Allspring Global Investments, and Philip Chao, founder and chief investment officer at Experiential Wealth, take a deep dive into the topic of social security and its history, its challe...

As published on: https://blogs.allspringglobal.com/2022/12/part-1-a-retirement-conversation-with-philip-chao/ In part 1 of a 2-part series, Sean Fullerton, senior defined contribution investment strategist at Allspring Global Investments, speaks with Philip Chao, founder and chief investment officer at Experiential Wealth, about what success looks like for defined contribution, or DC, plans and if...