Actively Speaking Podcast

About Actively Speaking Podcast

Join the portfolio managers and thought leaders at Epoch Investment Partners, Inc. (TD Epoch) as they take on current topics and issues facing today's investor.

Publisher

Epoch Investment Partners

Category

business · news

Language

en

Explicit

No

First episode

18 Jun 2019

Latest episode

27 Jul 2026

Latest episodes

1 of 50 episodes have a transcript.

1. 

   27 Jul 2026TRANSCRIPT

   The AI IPO Wave: What It Means for Investors

   Host Steve Bleiberg interviews Global Investment Strategist Kevin Hebner about the AI IPO wave, revealing insights for investors navigating this new market.

2. 

   27 Apr 2026

   Quality Investing in an AI Age: Are the Moats Really Cracking?

   In this episode of Actively Speaking, host Steve Bleiberg is joined by David Siino, lead portfolio manager for Capital Reinvestment strategies, to unpack why quality investing has struggled recently despite its strong long-term track record. They explore how AI, shifting capital intensity, and changing economic drivers are reshaping where and how quality shows up in today’s market—separating hype from fundamentals and short-term narratives from durable business value.

3. 

   5 Jan 2026

   A Fundamental Look at the Current AI Supercycle

   In this episode, guest host, U.S. Equity Portfolio Manager Justin Howell is joined by Technology Analyst Victor Anthony to discuss the evolution, impact, and investment trends surrounding artificial intelligence (AI). The conversation covers the rapid adoption of generative AI technologies like ChatGPT, the competitive responses and capital expenditures of major technology companies, the cost and complexity of building data centers, and the shifting bottlenecks from compute hardware to power infrastructure. Justin and Victor analyze the roles of key industry players such as Nvidia, AMD, and the "Magnificent Seven," explore how AI is reshaping stock market returns and business models, and debate the sustainability and potential risks of the ongoing AI investment cycle. The episode concludes with insights on what signals might indicate an AI bubble and the long-term implications for returns on invested capital in the sector.

Inside a recent episode

The AI IPO Wave: What It Means for Investors

Published 27 Jul 2026 · Transcript excerpt

[…] Customer servers, representatives are sort of the number two areas. I don't know if you've tried any of these services lately. They're still pretty terrible. And one of our themes is, that AI will change the world, but as with every new technology, it takes a lot longer than people think. And especially true when you start moving into physical AI, AVs, robotics and stuff. This thing will take decades. Robotics will be the biggest industry ever, but not until 2045. So, yeah, I think the focus on profitability and when that becomes clear is really important. And there's so much focus now on hype, on narratives and tech stock price momentum. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

26 ratings

Podcast Authority Score: 23 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

26

Social presence

0

YouTube

0

Engagement

51