Wilmington Trust's Capital Considerations

Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
Episodes
Episodes



Monday Nov 20, 2023
Electric Vehicles: The path to a greener tomorrow?
Monday Nov 20, 2023
Monday Nov 20, 2023
As the world grapples with climate change and the need to reduce greenhouse gas emissions, many ask if EVs are a promising solution? Listen as Chief Investment Officer Tony Roth and Corey Cantor, electric vehicle associate at BloombergNEF, discuss the lifecycle analysis of EVs, from battery production to charging sources. They also delve into investments being made by industry leaders and touch on the often-overlooked topic of second-life batteries.



Wednesday Nov 15, 2023
Election 2024 Countdown: Economic, Market & Geopolitical Risks in the Year Ahead
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
With the recent stressors on the stock market, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue reflect on the tumultuous months leading up to our discussion and put into context the crucial factors shaping the landscape for the fourth quarter and beyond, counting down to Election Day 2024. They share perspectives on market positioning, discuss the consumer’s role in inflation and the economic environment, and what it may mean for portfolios.



Tuesday Oct 31, 2023
Cybersecurity: Safeguarding the Digital Frontier
Tuesday Oct 31, 2023
Tuesday Oct 31, 2023
In this episode of Capital Considerations, Tony Roth discusses the crucial topic of cybersecurity with Eric Trexler, senior vice president at Palo Alto Networks. Together they shed light on the ever-evolving threats that individuals and businesses face in the digital age. Should two-factor authentication and password management be commonplace and what is AI’s role in all of it? Learn strategies to help safeguard both your personal data and your organization's valuable assets.



Monday Oct 23, 2023
Behavioral Investing—Managing the Emotions Behind our Decisions
Monday Oct 23, 2023
Monday Oct 23, 2023
[REVISIT] We understand that our emotions and impulses dictate the choices we make. Everything from what we buy at the supermarket, to the car we drive, to how we invest.
We are revisiting a previous episode where I spoke with Dr. Stephen Shu, Professor of Practice of Behavioral Economics at Cornell Dyson School of Applied Economics & Management, to better understand how behaviors can impact our financial decisions.



Friday Sep 08, 2023
Unraveling the Power of Semiconductors: Enablers of Modern Technology
Friday Sep 08, 2023
Friday Sep 08, 2023
From smartphones to supercomputers, and automobiles to advanced medical devices, semiconductors are at the heart of it all. To introduce us to the world of semiconductors, the power behind modern technology including artificial intelligence, Tony welcomes Dr. Mark Lundstrum, distinguished professor and chief semiconductor officer at Purdue University. Tune in to gain insights into the bedrock of our digital society and the boundless possibilities that semiconductors continue to unlock.



Thursday Aug 24, 2023
Longevity: The Silver Society and Our Economy
Thursday Aug 24, 2023
Thursday Aug 24, 2023
What does living longer mean for you, the economy, and the planet? In this eye-opening episode, CIO Tony Roth and Professor Andrew Scott, renowned economist and co-author of The 100-Year Life delve into the fascinating topic of longevity and discuss how longer lifespans are reshaping retirement, health care, and the very fabric of our societies.



Thursday Aug 17, 2023
Our Blue Planet: Solving the Climate Crisis Through CO2 Removal
Thursday Aug 17, 2023
Thursday Aug 17, 2023
[REVISIT] With summer upon us, and many of us enjoying any number of water-related activities, it is a good time to reflect upon the important role oceans play in our lives and the global economy. For these reasons, we are revisiting a previously released episode.
In a “blue economy,” a sustainable marine environment serves to advance science and technology in a way that fosters economic opportunities and societal solutions. In this episode, Chief Investment Officer Tony Roth and Dr. Peter de Menocal, director of the Woods Hole Oceanographic Institution, discuss how innovative technologies to increase the ocean's ability to absorb and store CO2 may take us one step closer to solving our climate crisis.



Tuesday Aug 08, 2023
Artificial Intelligence: Disruption that is Driving Opportunity
Tuesday Aug 08, 2023
Tuesday Aug 08, 2023
Artificial intelligence is a catalyst for disruptive innovation across various sectors. In this episode, CIO Tony Roth and his esteemed guest, Rudina Seseri, founder and Managing Partner of Glasswing Ventures take a deep dive into the AI landscape. They explore its unique challenges, promising ventures, and burgeoning investment opportunities.