Tao of Chao Podcast

Philip Chao welcomes investment strategy expert John Lunt, President of Capital Management, Inc. to the Tao of Chao podcast to explore factor investing. Learn the benefits of factor investing and how using macroeconomic and statistical factors to create an investment plan can result in greater diversification and a higher return on your investments, while mitigating risk. Don’t miss this insightful conversation — listen now!

Join us on the Tao of Chao podcast as Philip Chao welcomes Dr. Jennifer Sciubba, one of the leading experts in political demography, and author of the 2022 book, 8 Billion and Counting: How Sex, Death, and Migration Shape Our World. In this episode, explore the importance of studying population dynamics beyond just exponential growth – and discover how these insights can transform our understanding of politics, economics, and societal relationships. Don’t miss this opportunity to gain valuable insight from one of the leading minds in aging populations and societal trends!

Curious about carbon investing? Through the Paris Agreement and other initiatives, corporations are incentivizing CO2 reductions by buying and selling carbon credits now or through future contracts. Philip talks with Klaus Thuerbach, a carbon and commodity markets expert, and Founding Partner and Co-CIO at Klima Capital. Find out exactly what carbon investing is, including three main benefits of participating in the carbon market or trading. Learn how the carbon market can enhance your portfolio while also reducing global warming!

Join us as Philip talks infrastructure investing with Michael Underhill, the Chief Investment Officer at Capital Innovations, and an expert in quantitative economics. Michael shares his extensive knowledge and experience in infrastructure finance, highlighting the vital role it plays in society and its potential as an investment opportunity. Discover how infrastructure goes beyond roads and bridges, encompassing utilities, renewables, airports, seaports, and more. Gain insights into the diversification benefits, income generation, capital appreciation, and inflation protection offered by infrastructure as an asset class.

Join Philip Chao as he welcomes Dr. Elliot Hentov, Chief Geopolitical Strategist, and head of macro policy research at State Street Global Advisors, to discuss geopolitics and its impact on the global financial markets. From the changing dynamics between major powers to the challenges of portfolio construction in a multipolar world, should we still consider investing in foreign markets?

Visiting Lecturer at Cornell University, Stephen Shu, known for pioneering commercial behavioral economics, will become a Professor of Practice in July 2023. In this episode, Shu shares strategies for managing data overload, advocating for the slow approach from behavioral economics, and the importance of reliable sources in long-term planning like retirement investing.

Philip Chao and Jason Singer of Apollo Global Management, a leading global alternative asset management company, discuss alternative investments’ ever-evolving landscape. They define and explore how public markets differ from private ones, what factors may have contributed to their overall performance over the past 15-years, and how to democratize alternatives so they can be made available more widely to all investors.

As China’s leader, Xi Jinping has implemented numerous domestic policies which have sparked uncertainty among investors. With the second largest economy in the world now seemingly un-investable, many are wondering how to interpret these actions and safely enter the post-COVID Chinese market both short and long term. As new initiatives arise each month for containing China politically, financially, technologically and through trade with friendly countries alike; discerning a viable investment plan is no easy feat. Philip talks with Andrew Mattock, Portfolio Manager at Matthews Asia, who manages the firm’s China and China Small Companies Strategies in this podcast episode.

Philip Chao welcomes Richard Weiss, esteemed Senior VP and Chief Investment Officer of American Century Investments for Multi-Asset Strategies. Known as a leader in the field of global investments, together they explore matters such as traditional versus quantitative asset allocation, the marriage of risk and return, pitfalls to avoid when developing strategies, and setting realistic benchmarks and expectations — essential components for long-term success.