Is it possible to identify a market bubble before it bursts? On this episode of The Active Share, Hugo welcomes James Mackintosh, senior market columnist at The Wall Street Journal, for a deep dive into the current state of the U.S. equity market. Together, they explore the impact of artificial intelligence (AI) and U.S. exceptionalism in today’s global economy and explore strategies for identifying compelling investment opportunities and navigating uncertainty in a rapidly evolving landscape.
--------
36:54
The Global Growth Engine: 2025 and Beyond
What drives growth on a global scale? And why does growth occur? On the 50th episode of The Active Share, Hugo is joined by William Blair’s Olga Bitel, partner, global strategist, and Simon Fennell, partner, portfolio manager, for an insightful conversation on the outlook for 2025. Through the lens of economic growth, they discuss key topics such as accelerating innovation, artificial intelligence (AI), the insatiable demand for compute power, growth dynamics across emerging markets (EMs), and the impact of what Olga calls the “perpetual growth machine.”
--------
42:19
What If We Never Age?
What would it cost to live forever? In this episode of The Active Share, Hugo is joined by Dr. Greg Bailey, co-founder and executive chairman of Juvenescence, for an in-depth discussion about the science of aging, the societal and economic impacts of extended lifespans, and how advancements in biotech are paving the way for longer, and healthier, lives.
--------
35:49
Diamonds Disrupted
In the luxury goods market, there has been growing consumer preference for sustainable products—particularly for diamonds and other fine jewelry. In this episode of The Active Share, Hugo is joined by Marie-Ann Wachtmeister, co-founder and creative director of Courbet, a Parisian fine jewelry company, for a conversation on how luxury brands are embracing technology, how lab-grown diamonds have upended the traditional diamond industry, and how this shift in values offers new opportunities for companies to appeal to consumers’ changing ethical and environmental concerns.
--------
32:57
The High Costs of a Soft Landing
In this episode of The Active Share, Hugo is joined by Rob Kaplan, partner and vice chairman at Goldman Sachs and former president and CEO of the Federal Reserve Bank of Dallas, for a conversation that explores the shifting economic and geopolitical dynamics in a post-COVID world. Together, Hugo and Rob touch on the pendulum swing away from excessive globalization, the importance of balancing national security concerns with the economic benefits of trade, and the need for informed debate when making decisions amidst global uncertainty.
Canada - english