Philip Chao

Tao of Chao Podcast

“Tao of Chao” references the ancient Chinese philosophy generally understood to mean “the way of the universe.” It is about finding harmony or balance with oneself and externally with the universe related to diversity, humility, limitations, reflection, contradiction, and balance. These are essential qualities in life and necessary building blocks in portfolio construction and management.

Philip’s “Tao of Chao” podcasts will feature guests sharing frameworks, wisdom, and information on global economic and geopolitical issues and how they may impact investments — where we are today, how we got here, and where we may be going.

Exploring Infrastructure Investing with Michael Underhill – Capital Innovations

Exploring Infrastructure Investing with Michael Underhill – Capital Innovations

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.

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Tao of Chao Podcast with Dr. Elliot Hentov – State Street Global Advisors

Tao of Chao Podcast with Dr. Elliot Hentov – State Street Global Advisors

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?

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Tao of Chao Podcast with Stephen Shu – Cornell University

Tao of Chao Podcast with Stephen Shu – Cornell University

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.

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Tao of Chao Podcast with Jason Singer of Apollo Global Management

Tao of Chao Podcast with Jason Singer of Apollo Global Management

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.

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Tao of Chao Podcast with Andrew Mattock – Portfolio Manager at Matthews Asia

Tao of Chao Podcast with Andrew Mattock – Portfolio Manager at Matthews Asia

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.

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Tao of Chao Podcast with Richard Weiss – American Century Investments

Tao of Chao Podcast with Richard Weiss – American Century Investments

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.

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“IN ESSENTIALS UNITY, IN NON-ESSENTIALS LIBERTY, IN ALL THINGS CHARITY.”

– A motto of Christian Irenics, Germany, A.D. 1627, attributed to Rupertus Meldenius