2Q 2023 Letter from the CIO

2Q 2023 Letter from the CIO

July 7, 2023 Happy July 4th to you and yours. I hope that you enjoyed a nice, mid-week holiday and were able to stay cool. We have many exciting firm updates for you this quarter, but of course we will start things off with an around-the-horn look at what is happening...
AI Innovation and Corporate CasualtiesWalter Todd on BBC Radio

AI Innovation and Corporate Casualties
Walter Todd on BBC Radio

Walter was featured on BBC Business Matters this Wednesday to discuss the latest headlines, with Will Bain and David Kuo. Walter’s segments are below:9:40 — Incorporating AI into mining for battery metals 19:00 — Electric truck-maker Lordstown filed...
Debt Ceiling on the House Floor. Market Update from Walter Todd

Debt Ceiling on the House Floor.
Market Update from Walter Todd

The Debt Ceiling Deadline The headlines around the debt ceiling and a possibility of a US default have been frantic. There’s talk of a June 1st deadline and a “72-hour” rule in the House. How will the markets react? Will Congress be able to come to a...
Morgan Stanley’s Next Chapter –Walter Todd on Bloomberg

Morgan Stanley’s Next Chapter –
Walter Todd on Bloomberg

Walter Todd on Bloomberg Markets: Americas May 19, 2023 Morgan Stanley CEO James Gorman has announced his departure from the company in the next 12 months. Walter Todd discussed the CEO’s exit with Matt Miller and Jon Erlichman on the Bloomberg Markets: Americas...