Emerald Wit & Wisdom
By Joseph Witthohn
Emerald Wit & WisdomMay 03, 2023
Episode 12 - Consumer Electronic Show 2024 - An Attendee's View
This edition of Emerald Wit & Wisdom Podcast very few things excite a technology analyst more than attending CES - the Consumer Electronic Show - in Las Vegas. Steve Amsterdam and Joe Witthohn "walked the floor" and Steve shares his thoughts on this year's event.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 11 – The Industrials Sector with Scott Blumenthal, MBA
This edition of Emerald Wit & Wisdom Podcast has Director of Industrials Research, Scott Blumenthal, MBA, to discuss the broad range of his coverage and just why capital goods make sense for inclusion in a portfolio.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 10 - Discussion of the CFA Exam with Rob Langrick
Do you want to go deeper into what goes into the construction (and taking) of the CFA exam? To get a glimpse of this, listen in as Joe Witthohn of Emerald Asset Management chats with Rob Langrick about the exam … and plans for what lies ahead. As registration for February’s Level I exam closes on Nov. 8th, we felt this an important topic to address before this deadline.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 9 - Present State of the Markets with Sam Stovall
In this episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, is joined by Sam Stovall, Chief Investment Strategist at CFRA Research, to discuss the present state of the markets.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 8 - Today's Economic Environment with David Volpe, CFA
In this episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, joined by David Volpe, CFA, Deputy CIO & Managing Director | President, EAM PA to discuss how David looks at investing amid today’s economic environment.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 7 - Banking with Steven Russell, Esq.
In this episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, is joined by Emerald's Portfolio Manager and Senior Research Analyst Steven Russell, Esq. to discuss the banking industry.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 6 - Biotechnology with special guest Terry Smith, PhD, MBA
In this episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, is joined by Emerald Analyst and Director of Life Sciences Research, Terry Smith, PhD, MBA to discuss advancements and new technology in the biotechnology industry.
Terry brings a wealth of knowledge and experience to the discussion. His expertise in researching biotechnology and pharmaceutical companies provides great insights into an industry that is constantly improving the health and quality of life of the global population.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 5 - Reality: Virtual or Augmented. Is it Beneficial at All? With special guest, Steve Amsterdam
In this episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, joined by guest Steve Amsterdam, discusses Virtual Reality, Augmented Reality and the new Apple entry into the reality arena.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 4 - This Time It's Different
In this episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, brings to light the Wall Street saying of "This Time It's Different" pointing out that things really are different this time.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 3 - AI with Steve Amsterdam
In this episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, is joined by Emerald's Steve Amsterdam to discuss AI and its current and potential impact on society.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 2 - Energy with David Volpe, CFA
In this episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, is joined by Emerald's David Volpe, CFA, to discuss the Energy sector and current state of the public equity market.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.
Episode 1 - AI
In this pilot episode of the Emerald Wit and Wisdom Podcast, Joe Witthohn, CFA, discusses the technology behind Artificial Intelligence and the current and potential impacts of the technology.
Disclosure: This presentation is furnished for informational use only and does not constitute the provision of investment, legal or tax advice. It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness or completeness by Emerald Asset Management or its affiliates (“Emerald”). Any opinions contained in this presentation represent the judgment of the authors as of the publication date and are not necessarily the views of Emerald. The information contained in this presentation and the opinions expressed herein are subject to change without notice. Neither the information in this presentation nor any opinion expressed herein constitutes an offer nor recommendation to buy or sell any security or financial instrument. Past performance is no guarantee of future results.