Wilmington Trust's Capital Considerations

About Wilmington Trust's Capital Considerations

Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.

Publisher

Wilmington Trust

Category

business

Language

en

Explicit

No

First episode

7 Apr 2020

Latest episode

17 Aug 2026

Latest episodes

4 of 104 episodes have a transcript.

1. 

   17 Aug 2026TRANSCRIPT

   AI and the Economy: Will Artificial Intelligence Drive the Next Productivity Boom?

   Wilmington Trust’s Tony Roth interviews UC Berkeley economist Martin Beraja about AI's potential to drive a productivity boom and reshape the U.S. economy.

2. 

   3 Apr 2026TRANSCRIPT

   Iran, the Strait of Hormuz, and What a Global Energy Crisis Means for Markets

   Rising tensions in the Middle East and the war with Iran are reshaping the global energy landscape, with direct implications for markets, inflation, and everyday costs. In this episode, Tony Roth reconnects with geopolitical expert Teddy Bunzel to examine the escalating conflict in and around the Strait of Hormuz—and why disruptions at this critical chokepoint matter far beyond the region. Together, they explore the intersection of geopolitics, energy security, and global finance, breaking down how military strategy, sanctions, and shifting regional power dynamics could affect oil and gas markets. The conversation also considers potential paths forward—from escalation to ceasefire—and what different outcomes could mean for energy prices, global supply chains, and economic growth. For those assessing risks to markets, portfolios, or the broader economic outlook, this episode offers a clear, informed perspective on what’s at stake—and what may come next.

3. 

   18 Mar 2026TRANSCRIPT

   AI’s Impact on the Health Care Investment Landscape

   How far can artificial intelligence really take healthcare—and where are the investable opportunities today? As AI accelerates everything from diagnosis and physician productivity to drug discovery and clinical trials, the industry is entering a pivotal shift. But key questions remain. Listen as Tony Roth and Tom Lawry, managing director of Second Century Tech, break down how artificial intelligence is transforming healthcare, and what these shifts mean for investors. They also explore the breakthroughs redefining medical innovation, the efficiency gains transforming care delivery, and the economic constraints AI can’t solve just yet.

Inside a recent episode

AI and the Economy: Will Artificial Intelligence Drive the Next Productivity Boom?

Published 17 Aug 2026 · Transcript excerpt

[…] Yeah. And even beyond that. So part of what I imagine you do is creating products, loan products, different products. And that takes time in that, you know, you need to design the product. They need to launch the product. They figure out where is this product working or not. You get some feedback. You collect some data, you go and iterate and improve the product based on the feedback that you got. And that whole process may take a year. Eventually you say this was a bad loan product or this was a good loan product and you keep it. So that whole trial and error experimentation process that all firms engage in to some extent or another, it is something that AI can accelerate. […]

Who has been a guest on Wilmington Trust's Capital Considerations

Names identified in recent episode analyses. Showing up to five guests.

• Martin Beraja
• Victoria Gray
• Rick Romano
• Eric O’Neill
• Teddy Bunzel

Reach and audience

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

Apple Podcasts (US)

4.6 / 5

21 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 19 / 100

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

Quality

17

Social presence

0

YouTube

0

Engagement

51

Questions about Wilmington Trust's Capital Considerations