Erika Pagel - Podcast Details

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Brown Advisory CIO PerspectivesAI Acceleration, Tariff Turnaround and the End of American Exceptionalism?In this CIO Perspectives discussion, Sid Ahl (Co-CIO of Private Clients), Erika Pagel (Co-CIO), and Sargent McGowan (CIO of Endowments & Foundations) analyze recent market resilience amidst significant uncertainty, including trade policy shifts, US deficits, and geopolitical tensions like the Israel-Iran conflict. Despite these challenges, equity markets have rallied, with notable sector rotation and international outperformance—Europe and China up over 20% year-to-date, and a broadening beyond US large caps. Tariff uncertainty, tech sector strength, and AI-driven earnings have underpinned the rally, while inflation and the Fed’s cautious stance add complexity. The panel highlights the importance of diversification, activ...2025-07-0142 min

Brown Advisory CIO PerspectivesElection Reflections: Economic, Market and Policy Implications, A CIO Podcast SpecialIn the latest episode of CIO Perspectives, Sid Ahl and Erika Pagel from Brown Advisory discuss the impact of the recent U.S. elections on markets and policy. Joined by colleagues Eric Gordon and Alice Paik, they delve into the implications of a "red sweep" with Trump winning the presidency and Republicans gaining control of both the House and Senate. This political shift is expected to lead to pro-growth, pro-business policies, including potential corporate tax cuts and deregulation, which have already sparked significant market reactions. Sid and Erika highlight the market's immediate positive response to th...2024-11-1549 min

Brown Advisory CIO PerspectivesExploring Small-Cap Value Investing with Lauren Taylor Wolfe of Impactive CapitalIn this episode of CIO Perspectives, Sid Ahl and Erika Pagel speak with Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, a $3 billion active impact investing firm. Lauren explains her journey of active investing in smaller companies, emphasizing value and sustainability. She discusses the challenges and opportunities in the small-cap space, which has been underperforming amid a market dominated by mega-cap tech stocks and AI-driven momentum. She also shares her optimism about the robust pipeline of investment opportunities in sectors like health care, consumer and industrial markets.-----------The views and opinions expressed...2024-07-2259 min

Brown Advisory CIO PerspectivesPowering the AI Boom, Investing in Aerospace, and a Surge in Drug InnovationIn our latest episode, Sid Ahl and Erika Pagel are joined by portfolio manager and equity investor Eric Gordon to discuss some themes that have driven markets for several years now. These include the ongoing global inflation saga now entering its fifth year and the race to develop technology and business models around generative artificial intelligence. They also look at some of the developments in aerospace/defense that are propelling that sector (from geopolitical turmoil to a surge in travel) and examine some of the obstacles that life sciences investors are currently navigating.In particular, t...2024-06-0651 min

Navigating Our WorldEnergy Transition—Or Energy Expansion?About 10% of the world’s population lacks access to reliable energy. A third of the world lacks access to clean cooking fuels—a major health risk. At some point, renewable energy sources will likely fill these gaps—but until then, Steve Riney, President and CFO of Apache, argues, the focus needs to be on empowering people to connect to the global economy and on providing more of every form of energy.As always, we want to listen to and learn from varied perspectives as part of the shift to a lower carbon economy. In this episode, Erika Pagel...2024-05-2137 min

Navigating Our WorldThe Energy Transition: the Essential Role of LithiumLithium is the lightest metal, so soft that you can cut it with a knife. Its structure gives it the ability to store large amounts of energy, making it ideal for manufacturing batteries. As the world moves to create a lower-carbon economy, the energy transition may well hinge on lithium.To learn more about lithium and its role in electrification and the shift to renewable energy sources, Brown Advisory's Erika Pagel sits down with Eric Norris, President of Energy Storage at Albemarle—the largest producer of lithium in the world.---The views ex...2023-12-0538 min

Navigating Our WorldThe Energy Transition: Is "New" Nuclear the Answer?Nuclear power has had a controversial history. Today, however, it is often considered an essential energy source for a lower carbon future. In a continuation of our NOW series on the energy transition, Erika Pagel sits down with Joe Dominguez, CEO of Constellation, the leading operator of nuclear power plants in the US. Joe and Erika discuss progress in shifting to a lower carbon economy, where nuclear fits in, promising innovations, and what it will take to get to net zero by 2050. ---The views expressed are those of the author and Brown Advisory as of t...2023-07-1934 min

Brown Advisory CIO PerspectivesA New Bull Market? Markets shaking off a long list of concernsIn this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challenging economic environment. For important disclosures and a list of terms and definitions, please visit www.brownadvisory.com/us/insights/cio-perspectives-new-bull-markets 2023-06-2141 min

Brown Advisory CIO PerspectivesThe Outlook for 2023, a deep dive into the venture landscape and dissecting the AI buzzAs the end of the first quarter of 2023 approaches, Sid Ahl and Erika Pagel are joined by Jon Bassett and Joe Pasqualichio to discuss one of the most fascinating technological developments of the new year: the new developments in generative AI. The group also analyzes the macro outlook for the new year including who may benefit from China’s long-awaited reopening, how the venture capital landscape has adapted to the shift in tech company valuations and how startups are reprioritizing their goals, and asset allocation for a year where bonds offer the most attractive returns they have compared to th...2023-03-0951 min

Navigating Our WorldThe Energy Transition: Why Solar?As investors, we know that climate risk is real—and that we cannot achieve real climate action without a material shift to renewable energy sources. So, as we think about driving toward a lower carbon economy, we want to understand different opportunities and perspectives across the energy landscape. In this episode we are diving into renewables, and specifically into solar power. Brown Advisory's Erika Pagel sits down with Raghu Belur, the Co-founder and Chief Products Officer of Enphase Energy, which has revolutionized the solar industry with its microinverter-based technology. Erika and Raghu explore solar—in terms of economics, job crea...2022-11-2129 min

Navigating Our WorldThe Energy Transition: What Role Should/Can/Will Traditional Energy Companies Play?In part 1 of our energy transition series, Dr. Atul Arya, Chief Energy Strategist of S&P Global, said, "Energy companies are really good at putting steel in the ground and building stuff." In his mind, they must be part of the solution to create a low-carbon economy. So, in part 2, Brown Advisory's Erika Pagel explores the role of traditional energy companies with Allyson Book, the Chief Sustainability Officer of Baker Hughes, an engineering and technology provider that works with many of the largest global traditional oil and gas companies. How are the companies that built their businesses on fossil...2022-10-2534 min

Brown Advisory CIO PerspectivesPrivate markets, slowing global growth and are bonds back?Investors have plenty of challenges to focus on as a volatile year enters its final months. The global growth picture seems to be slowing, corporate earnings may face headwinds and geopolitical tensions seem to be rising. And while we believe private markets continue to be hotbeds of innovation and long-term outperformance, they too face some challenges.In this episode of CIO Perspectives, Keith Stone, Erika Pagel and Sid Ahl discuss some of the most notable market developments in recent weeks and how they are positioning portfolios accordingly. Topics discussed in this episode include:· The outlook for gl...2022-10-1147 min

Navigating Our WorldThe Energy Transition: Is There a Path to Net Zero?In conjunction with Climate Week, we launched the first episode in our three-part NOW podcast series on the transition to a low-carbon economy. In this first episode, Brown Advisory’s Erika Pagel sits down with Dr. Atul Arya, the Chief Energy Strategist of S&P Global, to discuss the race to net zero. They cover the impact of the war in Ukraine, the role of traditional energy companies, the promise of technology and innovation, and the feasibility of reaching the Paris Agreement’s critical but ambitious targets by 2050.Guest:Atul Arya, Ph.D.Senior Vice...2022-09-2335 min

Brown Advisory CIO PerspectivesEurope’s Energy Crunch, China Tensions and Dissecting the Market Melt-upOpen From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. configuration optionsFrom geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows.In this episode of CIO Perspectives, Bertie Thomson, Erika Pagel and Sid Ahl dissected recent market moves and the most pressing risks for markets, as well as how to position for long...2022-08-2243 min

Brown Advisory CIO PerspectivesA Soft Landing, or More Volatility Ahead?As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards.We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment.The themes and topics discussed include:Inflation and the macroeconomic backdrop, including what the latest data tell us about whether recession...2022-06-2254 min

Brown Advisory CIO Perspectives2022 Asset Allocation OutlookMarkets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. At the same time, high levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors reasons to be optimistic for the future. On March 17, 2022, our CIOs discussed current market conditions, revealed how we are positioning portfolios, and delved into an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable i...2022-03-2156 min

Brown Advisory CIO PerspectivesInflation, “Greenflation” and Tech RegulationAs we enter the fourth quarter, we wanted to drill down on one of the key themes of the year: inflation The discussion drills down into how transitory inflation may actually be, and how we have been positioning portfolios. We also discuss “greenflation,” why the semiconductor shortage is playing an outsized role in inflation and why a potential capital expenditure boom could help subside inflationary pressures over the longer term. We touch on some of the other major issues that may be top of mind for investors. This includes China, where we've seen regulatory crackdowns and concerns about its real...2021-11-221h 02

Navigating Our WorldBlockchains and Cryptocurrencies: Power, Potential and PitfallsBlockchain technology offers the promise of a new era of secure, decentralized transfer of value on the internet—a future less reliant on trusted intermediaries and gatekeepers. Some have described blockchain as Web 3.0, unlocking the true vision of what the internet was meant to be, where users of applications are also the owners. Despite their recent—and signature—volatility, digital assets have grown into a $2 trillion market that extends well beyond Bitcoin and is attracting entrepreneurs, investors and corporate support at an accelerating rate. There is clearly a lot of innovation both in digital assets—or cryptocurrencies—as well as with th...2021-06-301h 11

Brown Advisory CIO PerspectivesLessons from the Late 1990s Bubble and the Road AheadAs signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. Drawing on experiences as technology and consumer analysts, respectively, during the bubble of the late 1990s for perspective. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation. The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios.Guests:2021-05-0744 min

Brown Advisory CIO PerspectivesBrown Advisory CIO Perspectives PodcastFor our kick-off conversation, Private Client Chief Investment Officer, Sid Ahl, will be joined by Paul Chew and Erika Pagel. Paul is the CIO of Brown Advisory, one of our most tenured investors, the architect of our equity research team and, helpful for this discussion, our firm’s first technology analyst. Erika Pagel is our CIO of Sustainability and has her roots in equity research covering consumer companies. The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be a...2021-04-0900 min

Navigating Our WorldImpact Investing: The Importance of Resilience and Engagement in the "Never Normal"The UN Sustainable Development Goals provide a framework for addressing global challenges related to poverty, inequality, climate change, environmental degradation, peace and justice. Achieving them was never going to be straightforward—and that was before we faced a global pandemic, economic crisis, and the manifestation of centuries of racial violence and injustice. Investors have a particular role to play in pulling levers that make a difference. Brown Advisory’s CIO of Sustainable Investing, Erika Pagel, sits down with Lynelle Cameron of Autodesk and Brian Rice of CalSTRS, who are each focused on creating long-term sustainable impact through resil...2020-06-1634 min $Guido\'s Lounge Cafe$ Guido's Lounge CafeIn The Zone - January 2019 (Guido's Lounge Cafe) #1This is a special monthly episode of "In The Zone", a personal view on relaxing music scene of today. Spotify: open.spotify.com/user/me7cmpw0… 00:00:00 Forrest Smithson - Given 00:06:37 Sherry Finzer - Reflection 00:11:40 Nicholas Gunn - I'll Always feat Alina Renae 00:15:36 Kerani - Echo of our Souls 00:21:05 Al Jewer & Andy Mitran - Awakening 00:25:42 Christoph Pagel - Die Spree 00:28:32 Jeff Oster - The Lotus Within 00:35:30 KeithTim Anderson - Rest Awhile 00:39:13 White Sun - Wah Yantee One 00:44:05 Brenda Warren - Beneath Cherry Blossoms 00:48:04 Michael Kollwitz - Cloud Number Eleven 00:53:17 Cathy Oakes - On the Other Side 00:57:12 Reneé Michele - The Space Wit...2019-01-302h 03