# actively speaking (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover actively speaking. Page: Feed: --- ## [The AI IPO Wave: What It Means for Investors](http://www.eipny.com) _2026-07-27 · lsillman@eipny.com (Epoch Investment Partners) · Actively Speaking Podcast_ In this episode of Actively Speaking, host Steve Bleiberg is joined by Kevin Hebner, Global Investment Strategist, to discuss the emerging wave of AI-driven IPOs. They examine why companies are returning to public markets, what it means for investors, and how innovation, capital needs, and market dynamics may shape the next generation of investment opportunities. The information contained herein… [Listen](https://afp-76727-injected.calisto.simplecastaudio.com/3aa27946-5779-4a37-a6fd-c4ee14f711d9/episodes/5d1697a4-b033-46e4-aba4-a73b9adb7ddc/audio/128/default.mp3?aid=rss_feed&awCollectionId=3aa27946-5779-4a37-a6fd-c4ee14f711d9&awEpisodeId=5d1697a4-b033-46e4-aba4-a73b9adb7ddc&feed=GuPFsoCO) ## [Quality Investing in an AI Age: Are the Moats Really Cracking?](http://www.eipny.com) _2026-04-27 · lsillman@eipny.com (Epoch Investment Partners) · Actively Speaking Podcast_ 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… [Listen](https://afp-76727-injected.calisto.simplecastaudio.com/3aa27946-5779-4a37-a6fd-c4ee14f711d9/episodes/4c3d31b0-eebe-4b34-9295-fc1ec1c688ae/audio/128/default.mp3?aid=rss_feed&awCollectionId=3aa27946-5779-4a37-a6fd-c4ee14f711d9&awEpisodeId=4c3d31b0-eebe-4b34-9295-fc1ec1c688ae&feed=GuPFsoCO) ## [A Fundamental Look at the Current AI Supercycle](http://www.eipny.com) _2026-01-05 · lsillman@eipny.com (Victor Anthony, Justin Howell) · Actively Speaking Podcast_ 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… [Listen](https://afp-76727-injected.calisto.simplecastaudio.com/3aa27946-5779-4a37-a6fd-c4ee14f711d9/episodes/5b6df8ee-f3f7-403e-a8f7-dab8b6d3e207/audio/128/default.mp3?aid=rss_feed&awCollectionId=3aa27946-5779-4a37-a6fd-c4ee14f711d9&awEpisodeId=5b6df8ee-f3f7-403e-a8f7-dab8b6d3e207&feed=GuPFsoCO) ## [Value Stocks, AI and the Intangibles](http://www.eipny.com) _2025-07-15 · lsillman@eipny.com (Epoch Investment Partners, Justin Howell, Steve Bleiberg) · Actively Speaking Podcast_ Following the mid year rebalancing of the Russell indices, we look at some of the companies that have moved into the Value index, maybe somewhat surprisingly. We also explore how intangible assets are not always valued correctly, especially under GAAP accounting standards. Finally we discuss how many of the top performing stocks of the last 10 years would have been difficult for value investors to… [Listen](https://afp-76727-injected.calisto.simplecastaudio.com/3aa27946-5779-4a37-a6fd-c4ee14f711d9/episodes/a0e18abd-36dc-4b77-b639-212cc6eab39f/audio/128/default.mp3?aid=rss_feed&awCollectionId=3aa27946-5779-4a37-a6fd-c4ee14f711d9&awEpisodeId=a0e18abd-36dc-4b77-b639-212cc6eab39f&feed=GuPFsoCO) ## [Is the Health Care Sector Healthy?](http://www.eipny.com) _2025-03-19 · lsillman@eipny.com (Epoch Investment Partners, Steve Bleiberg, Tim Wengerd) · Actively Speaking Podcast_ The information contained herein is for information purposes only. The information has been drawn from sources believed to be reliable. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax or trading strategies should… [Listen](https://afp-76727-injected.calisto.simplecastaudio.com/3aa27946-5779-4a37-a6fd-c4ee14f711d9/episodes/10310ac2-c885-455a-9dca-5f72483fafe0/audio/128/default.mp3?aid=rss_feed&awCollectionId=3aa27946-5779-4a37-a6fd-c4ee14f711d9&awEpisodeId=10310ac2-c885-455a-9dca-5f72483fafe0&feed=GuPFsoCO) ## [U.S. Commercial Real Estate and the Impact on the Financials Sector](http://www.eipny.com) _2024-11-15 · lsillman@eipny.com (Epoch Investment Partners, Michael Beckerman, Steve Bleiberg) · Actively Speaking Podcast_ The information contained herein is for information purposes only. The information has been drawn from sources believed to be reliable. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax or trading strategies should… [Listen](https://afp-76727-injected.calisto.simplecastaudio.com/3aa27946-5779-4a37-a6fd-c4ee14f711d9/episodes/54d79292-36b5-49a2-b9d4-6d142c2814df/audio/128/default.mp3?aid=rss_feed&awCollectionId=3aa27946-5779-4a37-a6fd-c4ee14f711d9&awEpisodeId=54d79292-36b5-49a2-b9d4-6d142c2814df&feed=GuPFsoCO)