Shows
The Pulse: Putnam County School District PodcastS4:E24 Education Foundation of Putnam CountyIn this special episode of The Pulse, Superintendent Dr. Rick Surrency hosts our first-ever live studio audience to spotlight the impact of the Education Foundation of Putnam County and the students it serves.
Executive Director Cathleen Holzknecht and Board Chair Yvette Jones join the conversation to share how the Foundation supports students through Career & Technical Education (CTE), STEM initiatives, early literacy, and the district’s Portrait of a Graduate framework—focused on developing well-rounded, community-minded learners.
We also celebrate recipients of the Foundation’s Successful Citizen Award, a scholarship honoring students who lead through service, charac...
2026-01-2121 minThe Pulse: Putnam County School District PodcastS4:E24 Education Foundation of Putnam CountyIn this special episode of The Pulse, Superintendent Dr. Rick Surrency hosts our first-ever live studio audience to spotlight the impact of the Education Foundation of Putnam County and the students it serves.
Executive Director Cathleen Holzknecht and Board Chair Yvette Jones join the conversation to share how the Foundation supports students through Career & Technical Education (CTE), STEM initiatives, early literacy, and the district’s Portrait of a Graduate framework—focused on developing well-rounded, community-minded learners.
We also celebrate recipients of the Foundation’s Successful Citizen Award, a scholarship honoring students who lead through service, charac...
2026-01-2121 min
Today in Putnam CountyRandy Porter, Putnam County MayorShan Stout interviews me on "Today in Putnam County" Show with Randy Porter, Putnam County Mayor. Due to FCC rules, I will have to step away from the show until after the May 5th election. Shan will be taking over as host until then. Check out my interview, you might learn something new about me!https://www.randyporter.org#Porter4Putnam#TodayinPutnamCounty#Porter2026Give Feedback on Interview
2026-01-0530 min
Today in Putnam CountyKelly Parkison and Mark Davis - Happy Birthday Jesus Christmas Celebration 2025Kelly Parkison and Mark Davis with the "Happy Birthday Jesus Christmas Celebration" on "Today in Putnam County" Show with Randy Porter, Putnam County Mayor. This 2nd annual event is sponsored by several local churches and is December 20th 12-6pm at the Putnam County Convention Center. Mark and Kelly talk about all the special activities of the event. We also discuss World Changers coming to Putnam in June and Kelly's background as Miss South Carolina, Miss America top 15, Amazing Race 7 TV Personality and author of "He Knows Her Name." Great interview with two local community leaders!!https://www...
2025-12-1527 min
Putnam Wright Chroniclesepisode 22:cora putnam:The_Houlton_Powerhouse,The_Spy-Scooping_Reporter_this is an overview of the biography of my great grandmother Cora Putnamlink to patreon
2025-11-0512 min
Putnam Wright Chroniclesepoisode 21:Amos_Putnam__A_Life_Woven_Through_Rural_Maine,_Family_Records,_and_Masonic_Mysteryan overview of the biography of my great grandfather Amos Putnam. link to the patreon.photos of backwoods maine trips
2025-11-0315 min
Inventor's Edge PodcastEpisode #20 with Special Guest, Paige PutnamWatch the episode on YouTube here.
Summary:
In this heartfelt episode, Scott interviews his daughter, Paige Putnam, a third-year business student and young entrepreneur. Paige shares her journey from childhood inventions to founding Paige Putnam Enterprises. The conversation covers her experiences in entrepreneurship, her plant-based cookbook and her role as the Chief Creative Officer at Inventor’s Edge. The episode highlights the importance of family support, perseverance, and the balance between personal and professional life.
Key Takeaways:
Paige’s journey began with a childhood invention, leading to a licensing deal, showcasing the powe...
2025-10-0533 min
Putnam Wright Chroniclesepisode 15:Robert PutnamThis is a biography on my father Robert Irvin Putnam he was an amazing individual and I know I haven't captured everything so as if there's anything in the show that's overview that I missed please put it in the comments so that I can include it here is the link to his biography and here's the link to the patreon I've set up for the show
2025-10-0115 min
Today in Putnam CountySheri Roberson, Randy Mansell and Vicki Hammons - CHS Independence ProgramSheri Roberson, Randy Mansell and Vicki Hammons on "Today in Putnam County" Show with Randy Porter, Putnam County Mayor. We discuss the new Independence Program at the Cookeville High School that serves 18-22 year old adults with disabilities. The program helps them with independent living and employment skills. This is a joint effort between Tennessee Tech University and Putnam County School System. Great interview with a group of people helping our young adults with disabilities.https://www.randyporter.org#Porter4Putnam#TodayinPutnamCountyGive Feedback on Interview
2025-09-2027 min
Putnam Wright ChroniclesEpisode3: Putnam A Corporal's Chronicle An X-Ray Technician's World War I DiaryErvin Earl Putnam's WWI DiaryPatreon
2025-08-2216 min
Putnam Wright Chroniclesepisode2: Putnam Ervin Earl Putnam How One Man's Life Unpacked 94 Years of American History and Unexpected PathsErvin Earl Putnam this episode is a detailed analysis of his biography and his life by an AI tool which generated an AI conversation which has some interesting insights.He was my grandfather you can find my patreon here Here is the the biography that's supposed to start on the web
2025-08-2115 min
Today in Putnam CountyRalph's Donuts - John and Sandy MacDonald"Ralph's Donuts" John and Sandy MacDonald on "Today in Putnam County" Show with Randy Porter, Putnam County Mayor. Ralph's, an iconic landmark in Putnam County for the past 63 years, was just added to the National Register of Historic Places!! Opened in 1962 by Ralph and Evelyn Smith, the business has been a favorite stop for locals, Tennessee Tech University students and tourists. John and Sandy talk about operating the historic donut shop, from the flavors of donuts to a future expansion that may take Ralph's "mobile." Great interview with two of our local entrepreneurs!!https://www.facebook.com/RalphsCookeville
2025-08-1825 min
Putnam Wright ChroniclesEpisode6 Putnam Frank Houlton Putnam Unsung Hero ,UnforgettableLegacya review of the life of Frank Houlton Putnam
2025-08-0113 min
Today in Putnam CountyRicky Shelton - Better Cookeville's Red White and Boom 2025"Today in Putnam County" TV Show with Randy Porter, Putnam County Mayor. Special guest is past Cookeville Mayor and host of Red, White and Boom, Ricky Shelton. We discuss all the festivities coming up at this year's Red, White and Boom on July 4th at the Putnam County Fairgrounds. Gates open at 4pm and event starts at 5:30pm with the 2nd largest fireworks show in the state at 9:05pm.https://www.redwhiteandboomcookeville.comhttps://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2025-06-3028 min
Today in Putnam CountyPutnam E-911 - Penny Foister and Ben Rodgers911 Director Penny Foister and Chairman Ben Rodgers on this week's "Today in Putnam County" show. We discuss Ben's new position as Chairman of the Putnam County 911 Emergency Communications Board, along with all the new technology at the center and a look back on where 911 started in Putnam County. https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2025-03-2928 min
Today in Putnam CountyPutnam County Library - Kathryn Wisinger and Cindy PutmanKathryn Wisinger and Cindy Putnam with our local library on this week's "Today in Putnam County" show. We discuss the new addition coming to the library from a state grant and all the resources available to the citizens of our county at our four libraries.https://pclibrary.orghttps://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2025-02-2528 min
Today in Putnam CountyShan Stout - Putnam County Convention CenterShan Stout, Director of Tourism on "Today in Putnam County." We discuss the grand opening of our new Convention Center and tourism in our great county. Very informative interview with one of our county department heads!https://www.visitcookevilletn.com/https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2025-02-1029 min
Inventor's Edge PodcastEpisode #2 with Special Guest, Shawn DavisWatch the episode on YouTube here.
Episode #2 Summary:
In this episode of the Inventor's Edge podcast, Scott Putnam interviews mechanical engineer and inventor Sean Davis. They discuss Sean's journey in engineering, the challenges of product development, the importance of licensing, and the pressures of perfection in engineering. Sean shares his experiences with marketing, building relationships with companies, and the lessons learned from his successes and failures in licensing. He also offers valuable advice for aspiring inventors and discusses the impact of AI on innovation.
Key Takeaways:
Sean Davis is a mechanical engineer...
2025-01-2633 min
Today in Putnam CountyFiber Project in Putnam County with Twin Lakes Telephone CEO Jonathan WestMy interview with Jonathan West, CEO of Twin Lakes Telephone on "Today in Putnam County." We discuss the broadband expansion project in Putnam County and is estimated completion in February. We also discuss the future of communications including high speed internet, TV services and more. Great interview with one of our local experts on communications. https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2025-01-2030 min
Today in Putnam CountyLook Back on 2024 in Putnam County - Randy Porter, MayorA look back on the year 2024 on "Today in Putnam County!!" My update show looking at all the new businesses and happenings in 2024, along with updates on county projects just completed or underway.https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2025-01-1027 min
Today in Putnam CountyEconomic Development in Putnam County with Amy New and Jon WardMy interview with Chamber CEO Amy New and Cookeville Community Development Director Jon Ward on "Today in Putnam County!!" We discuss ongoing and future Economic Development projects in Putnam County. We also take a look back over the past 10 years and the success stories our county has witnessed. Great interview with two of our economic development experts. https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2025-01-0628 min
Today in Putnam CountyReal Estate in Putnam County - Kathy Dunn and Darren WilsonMy interview with County Commissioners and Real Estate agents, Kathy Dunn and Darren Wilson on "Today in Putnam County!!" We discuss the real estate market in Putnam County, interest rates, home ownership and much more. Very informative interview with two of our elected officials!https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-12-3028 min
The Business Owner's JourneyPhil Putnam: How Desire-Based Leadership Sparks Employee Motivation and PerformanceFull Episode Page: Phil Putnam: How Desire-Based Leadership Sparks Employee Motivation and PerformanceEpisode Summary: In this engaging episode of The Business Owner’s Journey, Nick Berry talks with Phil Putnam, founder of Phil Putnam Coaching. Phil shares his innovative "Desire-Based Leadership" approach, explaining how aligning employee goals with business needs leads to higher performance and retention. He also delves into modern challenges, such as managing Gen Z in the workforce, fostering emotional safety, and embracing vulnerability as a leader. With years of experience working with top organizations like Apple and Adobe, Phil of...
2024-10-091h 12
Today in Putnam CountyPutnam County Fire Dept - Chief Jeff Hicks, Asst Chief Coty NashMy interview with Putnam Fire Chief Jeff Hicks and Asst Chief Coty Nash on "Today in Putnam County!!" We discuss the construction of new fire stations, delivery of new trucks and the overall improvement of the fire service over the past several years. A great interview with two of our public servants in emergency services.https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-09-3026 min
Today in Putnam CountyMandy Perhay - Putnam County YMCAMy interview with Mandy Perhay, Executive Director of the YMCA on "Today in Putnam County!!" We discuss all the great things the Y has to offer, along with a future expansion of the facility. Mandy also shares future plans for a Y in Crossvile. A great interview with one of our local community leaders.https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-09-2427 min
Today in Putnam CountyPutnam County Election Commission - Phil Adams, Michael Detwiler, Michelle HoneycuttMy interview with Michelle Honeycutt, Phil Adams and Michael Detwiler with the Election Commission on "Today in Putnam County!!" We discuss the recent elections, tie votes, low voter turnout and the upcoming Presidential election in November. Lot of great info from our election specialists. https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-08-2728 min
Today in Putnam CountyPutnam County Fair - Brenda Gentry, Susanna Clouse and Adonna PryorMy interview with Brenda Gentry, Susanna Clouse and Adonna Pryor with the Putnam County Fair on "Today in Putnam County!!" We discuss the 98th Putnam County Agriculture Fair going on August 1-10th. Lots of new additions to the fair along with big events each night. Nice interview with three of the Fair Board officers and volunteers.https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-08-0527 min
Today in Putnam CountyCody Maynard - Director of Putnam County Parks and RecreationMy interview with Cody Maynard, Director of Parks and Recreation on "Today in Putnam County!!" We discuss all the new projects underway from new Pickleball courts, new park, sports complex expansion and more. A very informative interview with one of our great department heads! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-08-0327 min
Today in Putnam CountyEddie Farris - Putnam County SheriffMy interview with Putnam Sheriff Eddie Farris on "Today in Putnam County!!" We discuss the opening of the new Jail addition, new work release program and much more on Law Enforcement in Putnam County. A very informative interview with our chief local law enforcement officer! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-07-2328 min
Today in Putnam CountyBen Rodgers - Putnam County Commission ChairmanMy interview with Putnam County Commission Chairman Ben Rodgers on "Today in Putnam County!!" We discuss the County's new fiscal budget, capital projects and financial status of Putnam County. A great interview with one of our dedicated public servants you don't want to miss!! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-07-1827 min
Today in Putnam CountyPutnam Health Dept - Lisa Bumbalough and Kristen ReevesMy interview with Lisa Bumbalough and Kristen Reeves with the Putnam County Health Department on "Today in Putnam County!!" We discuss the new addition at the Health Dept. along with all the services they offer to our citizens. A great interview with some of my local heroes!! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-07-1627 min
Today in Putnam CountyPower of Putnam - Bill Gibson and Danny HolmesMy interview with Bill Gibson and Danny Holmes with Power of Putnam on "Today in Putnam County!!" Bill and Danny discuss how POP is reaching our youth to educate them on the prevention of drug abuse. Danny served as one of our first DARE officers and we also reminisce about his career in law enforcement. Great interview you don't want to miss! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-06-2527 min
Today in Putnam CountyPutnam County School System Project UpdateMy interview with Putnam County School's Director Corby King and Board members Lynn McHenry, Kim Cravens and Jill Ramsey on "Today in Putnam County!!" We discuss the opening of the new Parkview School, renovation of the old school into a Pre-K and many other school updates. Great interview with our local educational leaders! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-05-2928 minThe Pulse: Putnam County School District PodcastS2: E16: Putnam County School District's 2024 Principal of the YearSuperintendent Surrency interviews Joe Theobold, Putnam County School District's 2024 Principal of the Year on this weeks episode of The Pulse.
2024-04-1018 minThe Pulse: Putnam County School District PodcastS2: E16: Putnam County School District's 2024 Principal of the YearSuperintendent Surrency interviews Joe Theobold, Putnam County School District's 2024 Principal of the Year on this weeks episode of The Pulse.
2024-04-1018 min
Today in Putnam CountyLauren Farmer - Author of the new book "After the Storm" - Putnam's 2020 EF-4 TornadoMy interview with Lauren Farmer, author of the new book "After the Storm" on "Today in Putnam County!!" Lauren and her husband Kory lived in the direct path of the EF-4 tornado that hit Putnam County in 2020. They miraculously survived, but lost everything including their home. Lauren's book talks about living through the horrific storm, along with God's miracles and grace that was with them before and after the tornado. A very heart warming and inspirational interview you don't want to miss. https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-04-0229 min
Today in Putnam CountyShan Stout - Director of Tourism for Putnam CountyMy interview with Shan Stout, Director of Tourism, on "Today in Putnam County!!" You don't want to miss this amazing story of Shan's life and God's amazing miracles that allowed her to be here today. Great inspirational story that will touch your heart!! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-03-2627 min
Today in Putnam CountyJohn Sanders - Putnam County Register of DeedsMy interview with John Sanders, Putnam County Register of Deeds on "Today in Putnam County!!" We discuss John's first year in office and all the duties of the job. Nice interview with one of our newly elected local leaders! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-01-2525 min
Today in Putnam CountyKatelyn Steakley, Rachael Stiles - Putnam Education Partnership (PEP)My interview with Katelyn Steakley and Rachael Stiles with the Putnam Education Partnership on "Today in Putnam County!!" We discuss how the PEP program benefits our school students with food insecurity by providing meals and necessities on weekends and school breaks. You don't want to miss this great interview with two of our local community leaders! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2024-01-0825 min
Today in Putnam CountyPutnam Fire Chief Tom Brown - Cookeville Fire Chief Benton YoungMy interview with Putnam Fire chief Tom Brown and Cookeville Fire Chief Benton Young on "Today in Putnam County!!" We discuss We discuss the great job both departments do for our community and future expansions of each agency. These two men have years of experience serving our community and you don't want to miss this interview! https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2023-12-1126 min
Today in Putnam CountyTeresa Jackson - Putnam County Clean CommissionMy interview with Teresa Jackson, director of the Putnam County Clean Commission. The non-profit does a great job helping keep our county looking great! Teresa talks about magnetic fishing and how your company or organization can join us in keeping Putnam County beautiful! https://www.cleancommission.com/https://www.facebook.com/MayorRandyPorterhttps://www.randyporter.orgGive Feedback on Interview
2023-09-0924 min
Today in Putnam CountyBen Rodgers - Putnam County Commission ChairmanMy interview with Putnam County Commission Chairman, Ben Rodgers. Ben is also the Budget Committee Chairman and we discuss Putnam County's new budget along with several of the county projects underway. https://www.facebook.com/MayorRandyPorterGive Feedback on Interview
2023-08-1925 min
Today in Putnam CountyPutnam County Fair - John Allen, Fair Board PresidentMy interview with Putnam County Fair Board President, John Allen, the non-profit that operates the Putnam County Fair. The Fair is running through August 13th and offers some great attractions. https://putnamcountyfair.org/ https://www.facebook.com/MayorRandyPorterGive Feedback on Interview
2023-08-0726 min
Active InsightsThe Questions Your Clients Are Asking with Jason Vaillancourt, CFAIn this episode, Chris hosts a discussion with Global Macro Strategist Jason Vaillancourt regarding the key topics that are shaping the market for the second half of the year.During the conversation, they touch on many topics, including: Fed policy and inflationThe likelihood, timing, and magnitude of a recessionAdding duration to portfolios: what signals to look for and how to add duration most efficientlyThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining f...
2023-07-1344 minActive InsightsThe Banking System, The Fed and What Might Lie Ahead with Jackie CavanaughIn this episode, Chris speaks with Jackie Cavanaugh, Portfolio Manager and Analyst in the Equity Research group, focusing on the global financial and U.S. health-care sectors. Jackie is a Portfolio Manager of Putnam Focused Equity Fund and Putnam Research Fund. During the conversation, they touch on many topics, including: The current state of the US banking systemHow the current situation compares historicallyThe opportunities that exist in the financial sectorFinancials and “the crisis of confidence” The Fed and ratesThe debt ceiling As of 03/31/23, Charles Schwab comprised 1.58% of the Putnam Focused Equity Fund and 0.79% of the P...
2023-05-1038 minActive InsightsThe Benefits of Active Management in International Equities with Vivek Gandhi, CFAIn this episode, Chris speaks with Vivek Gandhi, the Portfolio Manager of Putnam International Equity Fund. Based in London, he is responsible for conducting fundamental analysis and valuation of mid-sized and large companies in non- U.S. markets, including Europe, China, and Japan.During the conversation, they touch on many topics, including: Today’s international equity landscapeThe opportunities that exist internationallyThe importance of international exposure in portfoliosHow to analyze international stocksStakeholder vs shareholder viewWhy active management is crucial when investing internationallyClick for full disclosureThis material is for informational and educational purposes onl...
2023-04-1231 minActive Insights2023 Market Outlook and OpportunitiesIn this episode, Senior Market Strategist Rick Polsinello, Jr., CIMA® hosts a discussion with Senior Market Strategist Chris Galipeau, and Global Macro Strategist Jason Vaillancourt, CFA.During the conversation, they touch on many topics, including: The Economy: A macro view of the global economy, including our outlook for real GDP, inflation, and key drivers of growth.Equities: Expectations for the S&P 500 in 2023, which investment styles and sectors we favor, how economic and earnings estimates drive our forecasts, and our concerns on valuation.Fixed income: A forecasts for U.S. Treasury yields, the strength of the U...
2023-01-3048 min
Today in Putnam CountyPutnam County 911 - Penny Foister and Josh WomackInterview with Director Penny Foister and Asst Director Josh Womack from Putnam County 911. Discuss new features and software available by the 911 Center.Give Feedback on Interview
2023-01-2128 minActive InsightsThe ABCs of BDCs with Michael Petro, CFAIn this episode, Chris speaks with Michael Petro, portfolio manager of the Putnam BDC Income ETF. He is responsible for the overall strategy and positioning of Putnam’s small-cap value and BDC (business development company) capabilities. Mr. Petro joined Putnam in 2002 and has been in the investment industry since 1999. During the conversation, they touch on many topics, including: What is a Business Development Company (BDC)How BDCs are structuredWhy BDCs are compelling investment opportunitiesThe current BDC landscapeHow BDCs have held up historically during market volatilityThe benefits and risks of BDCsThis material is for infor...
2022-11-0428 minActive InsightsToday’s Convertible Landscape with Rob SalvinIn this episode, guest host Rick Polsinello speaks with Rob Salvin, Putnam’s Head of Corporate and Tax-Exempt Credit within Fixed Income. Rob is responsible for managing the corporate credit and municipal investment processes. In addition, he is a portfolio manager of the Putnam Convertible Securities Fund, Putnam Diversified Income Trust, Putnam Floating Rate Income Fund, Putnam High Yield Fund, Putnam Master Intermediate Income Trust, and Putnam Premier Income Trust. During the conversation, they touch on many topics, including: The characteristics of the convertible bond marketWhy investors should own convertible bondsThe relationship between convertible bonds and other...
2022-10-1830 minActive InsightsAre Opportunities Knocking in the Muni Market? With Paul Drury, CFAIn this episode, Chris speaks with Paul Drury, tax exempt portfolio manager and head of Putnam’s Municipal Portfolio team. During the conversation, they touch on many topics, including: The current municipal landscape Issuance, Demand and LiquidityHow to find opportunities in today’s marketThe impact of rate hikes on MunisDuration risk through market cyclesThe role yield plays in total returnRecession fears and looking aheadThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refr...
2022-09-3031 minActive InsightsWhy we believe it's a good time for high quality growth strategies with Richard Bodzy and Gregory McCullough, CFAIn this episode, Chris speaks with Richard Bodzy and Gregory McCullough, portfolio managers of the Putnam Growth Opportunities Fund. During the conversation, they touch on many topics, including: The current growth environmentThe benefits of a thematic, long-term approach to growth investingThe themes resonating in today’s marketThe process of identifying growth trendsThe critical elements evaluated when implementing portfolio ideasThe importance of analysts and bottom up researchThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest...
2022-09-1425 minActive InsightsQuestions Your Clients Are Asking with Jason Vaillancourt, CFAIn this episode, Chris speaks Jason Vaillancourt, Global Market Strategist on Putnam’s Capital Market Strategies team. During the conversation, they touch on many topics, including: Economic growth concernsInflationRecession riskThe FedHow to build a portfolio in the current environmentThe fixed income marketThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific inve...
2022-07-0856 min
West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Tarrytown Chowder Tuesdays 05 April 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Special; Tarrytown Chowder Tuesdays!Starting off in the Bistro Cafe, the Republican obsession with Judge Ketanji Brown Jackson’s judicial philosophy is just an example of “swamp, dark money talking points.”Then, on the rest of the menu, California advanced a bill allowing private citizens to sue anyone who distributes illegal assault weapons, ghost guns, or .50 caliber rifles; Amazon’s first-ever union overcame numerous hurdles, but now faces new ones; and, an American Library Association study found “challenges” to ban books, s...
2022-04-051h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - River City Hash Mondays 04 April 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; River City Hash Mondays!Starting off in the Bistro Cafe, an ex-Russian oligarch says when Vlad’s troops were not met with flowers, that was the one moment in the war that drove Putin ‘insane’.Then, on the rest of the menu, Black Democratic candidates try to revive the party in Trump territory; an Applebee’s franchisee worker was fired over a leaked email speculating on high gas prices forcing employees to work longer hours for less money; and, new...
2022-04-051h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Blue Moon Spirits Fridays 01 April 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; Blue Moon Spirits Friday!Starting off in the Bistro Cafe, the war is not going the way Vlad thought it would.On the rest of the menu, a Pennsylvania GOP Senate candidate repeated the false claim that he served as an Army Ranger; a National Security Agency employee has been charged with mishandling classified material; and, a historian sued the New York prisons over the ban of a Pulitzer-prize winning book about the Attica uprising.After...
2022-04-011h 02West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Metro Shrimp and Grits Thursdays 31 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Metro Shrimp & Grits Thursdays!Starting off in the Bistro Cafe, Kremlin advisors will overthrow Putin before giving him “bad news” about Russia’s war failures.Then, on the rest of the menu, House Republicans oppose Biden’s efforts to expand voting rights; a network of national conservative groups is influencing Wisconsin school board elections; and, nine people were charged with federal civil rights offenses after they traveled to DC and then blocked access to a reproductive health center, and stre...
2022-03-311h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Tarrytown Chowder Tuesdays 29 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Special; Tarrytown Chowder Tuesdays!Starting off in the Bistro Cafe, Putin can “never be welcomed back into the international community.”Then, on the rest of the menu, the United States seeks new lithium sources as demand for batteries grows; Anheuser-Busch beer heiress Trudy Busch Valentine filed to run for the US Senate as a Democrat in Missouri against GOP wife beater Eric Greitens; and, a state Senate committee advanced a version of a sweeping bill that aims to improve Geor...
2022-03-291h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - River City Hash Mondays 28 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; River City Hash Mondays!Starting off in the Bistro Cafe, even with all the sturm and drang over the infamous “nine ad libbed words,” Biden delivered the right messages in Warsaw.Then, on the rest of the menu, officials lifted most of the evacuation orders that forced more than twenty-thousand residents to flee a Boulder, Colorado wildfire; a rarely cited section of the 14th Amendment dealing with insurrection could disqualify a handful of US House members from seeking reel...
2022-03-281h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Blue Moon Spirits Fridays 25 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; Blue Moon Spirits Friday!Starting off in the Bistro Cafe, Ginni Thomas urged Mark Meadows up to and after the January 6 Insurrection to help pursue the efforts underway to overturn the election.On the rest of the menu, the firing of a Texas librarian is only the latest attack on libraries; the January 6 committee set a contempt vote for two former Trump aides; and, empathy is not a quality Republican senators want to see in the first Black...
2022-03-251h 03Active InsightsLeveraged Loans, CLOs and Fixed Income Investing with Scott D’Orsi, CFAIn this episode, Chris speaks Scott D’Orsi, a portfolio manager in Putnam’s Fixed Income Group. Scott has been in the investment industry since 1990, and specializes in bank loans, leveraged loans and collateralized loan obligations.During the conversation, they touch on many topics, including: Banks loans, and the current Floating Rate landscapeLiquidityThe importance of fixed income investing in today’s marketHistoric default rates vs current default ratesCLOsThe switch from LIBOR to SOFRThe sensitivity of bank loans and CLOs to macro eventsThe yield curveThis material is for informational and educational purposes only. It is no...
2022-03-2530 minWest Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Metro Shrimp and Grits Thursdays 24 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Metro Shrimp & Grits Thursdays!Starting off in the Bistro Cafe, the GOP treated Judge Jackson’s confirmation hearing like a campaign fundraiser.Then, on the rest of the menu, the Biden administration announced an initiative to address racial bias in home appraisals; Republicans made sure the IRS criminal investigation unit got no funds to enforce sanctions on rich Russians; and, Madeleine Albright fled the Nazis as a child and climbed to the summit of diplomacy and foreign policy in...
2022-03-241h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Smothered Benedict Wednesdays 23 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Smothered Benedict Wednesdays!Starting off in the Bistro Cafe, Judge Ketanji Brown Jackson graciously endured Ted Cruz’s “baby talk” and Lindsay Graham walking out in a pique.On the rest of the menu, Disney is in a balancing act as workers walked out in protest over anti LBGTQ legislation; MacKenzie Scott donated $436 million dollars to Habitat for Humanity; and, a San Diego appeals court judge was confirmed as the first Latina to serve on the Califo...
2022-03-231h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Tarrytown Chowder Tuesdays March 22 2022faWest Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Special; Tarrytown Chowder Tuesdays!Starting off in the Bistro Cafe, hundreds of thousands of Russians have fled their country over Vladimir Putin's invasion of Ukraine.Then, on the rest of the menu, the SEC announced a new rule that will require companies to disclose environmental records; the Supreme Court won’t review the case of a Seattle-based Christian organization that was sued after declining to hire a bisexual lawyer who applied for a job; and, Biden warned US companies of...
2022-03-221h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - River City Hash Mondays 21 March 22faWest Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; River City Hash Mondays!Starting off in the Bistro Cafe, the life of Putin’s favorite fascist Russian philosopher Ivan Ilyin and his work reveals the mindset of Vladimir Putin on his invasion of Ukraine.Then, on the rest of the menu, policymakers say it is time to rethink the census after results released by the Bureau showed Black, Hispanic, American Indian and other minority residents were undercounted at greater rates in 2020 than in the previous decade; Democratic ga...
2022-03-211h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Blue Moon Spirits Fridays 18 March 22fbWest Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; Blue Moon Spirits Friday!Starting off in the Bistro Cafe, Putin has no qualms when it comes to slaughtering civilians.On the rest of the menu, a group of millionaire GOP lawmakers say CDC requirements for wearing masks on air flights causes them 'ongoing financial harm' because they have to buy masks; Washington state signed a law that prohibits Texas-style abortion lawsuits; and, as Black colleges remain on edge after receiving dozens of bomb threats in...
2022-03-181h 02West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Tarrytown Chowder Tuesdays 15 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Special; Tarrytown Chowder Tuesdays!Starting off in the Bistro Cafe, “the sound of war is changing” in Kyiv.Then, on the rest of the menu, California Governor Gavin Newsom signed a new law that stops UC Berkeley from having to turn away thousands of students from its incoming freshman class; Democrats on the House Oversight Committee want an investigation into Dejoy’s US Postal Service plan to replace its aging mail trucks with mostly gasoline-powered vehicles; and, Trump has been a...
2022-03-151h 02West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - River City Hash Mondays 14 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; River City Hash Mondays!Starting off in the Bistro Cafe, when looking for an off ramp for Putin, it’s important to remember “there isn’t much of an off ramp, because autocrats don’t negotiate.”Then, on the rest of the menu, the West Virginia Legislature’s Republican supermajority failed to pass a controversial bill restricting how race is taught in public schools because they missed a midnight deadline; Congress renewed the landmark Violence Against Women Act nearly three...
2022-03-141h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Blue Moon Spirits Fridays 11 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; Blue Moon Spirits Friday!Starting off in the Bistro Cafe, some pundits on Russian state TV called for Putin to end the war as harsh sanctions and growing protests destabilize life in Russia.On the rest of the menu, Senate Republicans are pretending gas prices didn't start rising under Trump; South Dakota lawmakers struck a deal to defy Kristi Noem to pass the state’s $5.8 Billion dollar budget; and, the IRS plans to hire 10,000 new workers to relieve a...
2022-03-111h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Metro Shrimp and Grits Thursdays 10 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Metro Shrimp & Grits Thursdays!Starting off in the Bistro Cafe, Putin will be overthrown before anyone gives him bad news about Russian setbacks in Ukraine.Then, on the rest of the menu, one hundred and seventy-three GOP lawmakers tried to send Congress home instead of voting on Ukraine aid; over twenty-seven thousand mail ballots were rejected in the Texas primary, vastly surpassing the number of rejected ballots in all previous Texas elections combined; and, in another reversal of...
2022-03-101h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Smothered Benedict Wednesdays 09 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Smothered Benedict Wednesdays!Starting off in the Bistro Cafe, when Ukraine needed US backing after Zalenskyy was first elected, all they got was Trump’s corruption.On the rest of the menu, legislation to limit insulin costs is being revived in the Senate; Congress sent the Postal Service overhaul bill to Biden’s desk for signing; and, the President has a solution for high inflation that seems counterintuitive, bring factory jobs back to the US.After the...
2022-03-091h 02West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Tarrytown Chowder Tuesdays 08 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Special; Tarrytown Chowder Tuesdays!Starting off in the Bistro Cafe, the lessons of the Cold War could help us de-escalate the war in Ukraine.Then, on the rest of the menu, a proposed EPA rule would make heavy trucks cut its smog and soot pollution; the Supreme Court turned away efforts from Republicans in North Carolina and Pennsylvania to block state court-ordered congressional district maps; and, President Joe Biden is expected to sign an executive order on regulating cryptocurrency.
2022-03-081h 03Active InsightsMulti-Cap Investing with Jerry SullivanIn this episode, Chris speaks with legendary stock-picker Jerry Sullivan, portfolio manager of the Putnam Multi-Cap Core fund. Jerry’s famed stock-picking and research talents have been in place since his early days as an analyst over 40 years ago.During the conversation, they touch on many topics, including: The many lessons learned through 40 years of investingThe importance of multi-cap investingHow to find opportunities in an ever-changing marketThe current investment landscapeHow to utilize volatility to generate AlphaThe basics of the “Three Bucket Approach” Legacy Names Smart MoneySpecial SituationsFor more from the Active Insights team, like and subscr...
2022-03-0735 minWest Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Metro Shrimp and Grits Thursdays 03 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Metro Shrimp & Grits Thursdays!Starting off in the Bistro Cafe, Republicans are on defense after idealizing “Red State” Russia for years.Then, on the rest of the menu, an Alabama Oath Keeper is first person involved in the insurrection to be convicted of seditious conspiracy; the House is poised to vote on a bill to help veterans exposed to burn pits; and, the federal government warned states seeking billions of dollars from the infrastructure law to widen roads, prot...
2022-03-031h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Smothered Benedict Wednesdays 02 March 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Smothered Benedict Wednesdays!Starting off in the Bistro Cafe, seizing oligarchs' property may be trickier than it sounds.On the rest of the menu, Texas has begun investigating the parents of transgender youth for child abuse; despite wide-ranging opposition, Utah lawmakers passed new media restrictions for their House floor; and, a judge overturned a Washington state legislature-approved capital gains tax on high profit stocks, bonds and other assets, ruling that it is an unconstitutional tax on income.
2022-03-021h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - River City Hash Mondays 28 Feb 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; River City Hash Mondays!Starting off in the Bistro Cafe, The Republican Party just can’t get enough of Vladimir Putin.Then, on the rest of the menu, the Biden administration has blown past expectations with $3 billion in wind lease sales; repeatedly stymied by local courts to draw election maps in their favor, Republicans are now set on neutralizing state supreme courts; and, Phil Mickelson was removed from a PGA Tour event in California as the fallou...
2022-02-281h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Blue Moon Spirits Fridays 25 Feb 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; Blue Moon Spirits Friday!Starting off in the Bistro Cafe, Putin crossed the line with his overt nuclear threat.On the rest of the menu, Oregon lawmakers proposed $400 million dollars for housing and homelessness; the Biden administration shut down Ron DeSantis’ attempt to cut off care to migrant children; and, whistleblowers are being bullied by high-ranking prison officials for exposing prison abuse.After the break, we move to the Chef’s Table where the EU said "Puti...
2022-02-251h 02West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Metro Shrimp and Grits Thursdays 24 Feb 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Metro Shrimp & Grits Thursdays!Starting off in the Bistro Cafe, something “strange and mysterious” is happening as the lead Manhattan prosecutors in the Trump criminal investigation resign in protest.Then, on the rest of the menu, despite push back from the EPA, Postmaster General Louis DeJoy signed off on the next generation of mail vehicles, most of them gas guzzlers; an Amazon union organizer was arrested at a NYC facility on charges of trespassing; and, the Missouri Republican Part...
2022-02-241h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Smothered Benedict Wednesdays 23 Feb 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Smothered Benedict Wednesdays!Starting off in the Bistro Cafe, Trump can’t praise Putin’s strategy in Ukraine enough.On the rest of the menu, GOP obstruction is preventing vital debt relief for Black farmers facing foreclosure; Joe Biden announced a plan to reduce dependency on China for vital electric car parts; and, America’s first abolitionist newspaper is being resurrected two centuries later for a nation that continues to grapple with racism.After the break, we mov...
2022-02-231h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - River City Hash Mondays 21 Feb 22faWest Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; River City Hash Mondays!Starting off in the Bistro Cafe, Hillary Clinton called out Fox and right-wing media for their misleading coverage of the filing from special counsel John Durham.Then, on the rest of the menu, right wing brownshirts have bullied hundreds of school districts to alter their lessons on race and social injustice; Mississippi Republicans want to defund one of the poorest, unhealthiest states in the nation; and, a Texas grand jury indicted nineteen Austin police...
2022-02-211h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Metro Shrimp and Grits Thursdays 17 Feb 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials, Metro Shrimp & Grits Thursdays!Starting off in the Bistro Cafe, no one testifies against Trump better than Trump.Then, on the rest of the menu, West Virginia’s only Black female lawmaker has filed a lawsuit against an anti-abortion group over racist threats; the Biden administration granted loan relief to students misled by for-profit DeVry University; and, a Kushner pal at the Observe,r pardoned by Trump, will plead guilty to state cyberstalking charges in New York.
2022-02-171h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - River City Hash Mondays 14 Feb 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; River City Hash Mondays!Starting off in the Bistro Cafe, parents fight back against the GOP’s classroom culture wars.Then, on the rest of the menu, states get the go-ahead to build a nationwide network of electric vehicle charging stations every 50 miles along interstate highways; the Republican-led West Virginia Senate rescinded the state’s ratification of the Equal Rights Amendment, declaring that it expired in 1979; and, a right wing extremist ex-Air Force sergeant plead guilty to killing a fe...
2022-02-141h 03West Coast Cookbook & SpeakeasyWest Coast Cookbook and Speakeasy - Tarrytown Chowder Tuesdays 08 Feb 22West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Special; Tarrytown Chowder Tuesdays!Starting off in the Bistro Cafe, Florida voters were duped into changing their party affiliation from Democratic to Republican.Then, on the rest of the menu, the Biden administration is considering expanding a policy that limits the use of “no-knock” warrants by federal agents; the IRS will suspend the use of facial recognition technology to identify taxpayers; and, the House is preparing a short-term spending bill to keep the government open.After the brea...
2022-02-081h 02Active Insights2022 Investment FrameworkIn this episode, Chris speaks with Putnam’s Capital Market Strategies Team, including Senior Market Strategist Rick Polsinello and veteran Portfolio Manager Jason Vaillancourt, Co-Head of Global Asset Allocation at Putnam.During the discussion, the team provides Putnam’s 2022 investment framework for equities, fixed income and the market as a whole. In doing so, many topics are discussed including: Expectations for the equity market in 2022An overview of real GDPInflationSectors positioned well for the increased volatility expectedWhich investment styles could outperformHow economic and earnings acceleration drive estimatesConcerns on valuationThe Treasury market Credit spreads and the impact on the...
2022-02-0348 minActive InsightsPortfolio Solutions with Seamus Young, CFAIn this episode, Chris speaks with Seamus Young, CFA, a Senior Investment Director in the Global Investment Strategies group, specializing in Global Asset Allocation products. He is a portfolio manager of Putnam Multi-Asset Model Portfolios. In addition, Seamus is responsible for gathering intelligence on trends in the global marketplace; communicating investment performance, positioning, and strategy as a member of the Portfolio Solutions group.During the conversation, they touch on many topics, including: The Portfolio Solutions GroupHow financial advisors can utilize the portfolio solutions group to improve outcomes and optimize portfolio efficiencyMulti-Asset PortfoliosPortfolio constructionHow to successfully balance ri...
2021-12-1535 minActive InsightsOpportunities on the Short End of the Curve with Joanne Driscoll, CFAIn this episode, Chris speaks with Joanne Driscoll, CFA, Head of Short Term Liquid Markets in the Fixed Income group at Putnam Investments. In this position, she is responsible for the oversight of the investment strategies and management of short duration products along with SEC Rule 2a-7 mandated portfolios and other cash assets. Joanne is a Portfolio Manager of Putnam Government Money Market Fund, Putnam Money Market Fund, Putnam Short Duration Bond Fund, and Putnam Ultra Short Duration Income Fund. During the conversation, they touch on many topics, including: The current landscape on the front-end of th...
2021-11-2224 minActive InsightsWealth Management in the Context of a Fluid Situation in Washington with Bill Cass, CFP®, CPWA®In this episode, Chris speaks with Bill Cass, CFP®, CPWA®. Bill is the Director of Wealth Management Programs for Putnam Retail Management. He is responsible for developing and delivering wealth management-related content, educational programs, and marketing initiatives. In addition, he speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as sustainable retirement income strategies, tax legislation, personal risk management, and efficient wealth transfer. During the conversation, they touch on many topics, including: The current situation in WashingtonPotential changes to tax law and capi...
2021-10-0728 minActive InsightsThe Case for Small Cap Value with Michael Petro, CFAIn this episode, Chris speaks with Michael Petro, portfolio manager of the Putnam Small Cap Value Fund. He is responsible for the overall strategy and positioning of Putnam's small-cap value products. Mr. Petro joined Putnam in 2002 and has been in the investment industry since 1999.During the conversation, they touch on many topics, including: The case for small cap valueThe process of harvesting ideas that generate Alpha within small capsHow working with small companies is different than large companiesInflation and the impact on small capsThe art of stock pickingHow risk can be controlled in small caps
2021-09-2735 minActive InsightsConstructing Glide Paths in Target-Date Funds with Brett Goldstein, CFA Co-CIO Global Asset AllocationIn this episode, Chris speaks with Brett Goldstein, Brett is Co-Chief Investment Officer of Global Asset Allocation (GAA) and a member of Putnam's Operating Committee. In this role, Bret oversees the strategy and positioning of Putnam's GAA products, including research, security selection, portfolio construction, and risk management. He also contributes extensively to retirement glide path research and GAA's target-date funds.During the conversation, they touch on many topics, including: What makes a target-date strategy successfulThe glide path’s role in retirement planning Portfolio construction and risk mitigationThe savings rate and other variables that affect target-date strategiesWhy vola...
2021-09-1328 minActive InsightsThe Importance and Impact of Sustainable Investing with Katherine CollinsIn this episode, Chris speaks with Katherine Collins, CFA, MTS. A recognized thought leader, Ms. Collins provides analysis on current and emerging trends in sustainable investing. She is the author of The Nature of Investing: Resilient Investment Strategies through Biomimicry. Katherine is Head of Sustainable Investing at Putnam. She is responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental, social, and governance (ESG) issues. Katherine collaborates with portfolio managers and analysts on ESG integration, assessing the fundamental relevance of ESG issues at a security level, and the potential for alpha generation and risk mit...
2021-08-0928 minActive InsightsRates, Inflation and The Fed with Onsel EmreIn this episode, Chris speaks with Onsel Emre, Ph.D. Dr. Emre is an Analyst in the Global Fixed Income group. She specializes in analyzing macroeconomic, political, financial, and other policy developments in global markets. Dr. Emre is responsible for making directional and relative-value interest-rate, inflation, and currency recommendations in major economies. During the conversation, they touch on many topics, including: The current labor marketThe pandemic’s effects on employmentRatesThe Fed, CPI and inflationWage growthThe peak rate of change in economic activityThe growth of debt This material is for informational and educational purposes only. It i...
2021-07-2327 minActive InsightsThe Semiconductor Industry and the Supply Chain with Andrew O’BrienIn this episode, Chris speaks with Andrew O’Brien, Putnam’s Assistant Director of Equity Research, where he focuses on fundamental analysis and valuation of companies in the semiconductor, hardware, and software industries. During the conversation, they touch on many topics, including: The current semiconductor landscapeSupply chain issuesGeopolitical problemsThe average semiconductor cycleHow to solve the capacity issuesPricing issuesPotential long-term winnersThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of act...
2021-07-0932 minActive InsightsToday’s Municipal Landscape with Paul DruryIn this episode, Chris speaks with Paul Drury, Portfolio Manager and head of Putnam’s Municipal Bond team. During the conversation, they touch on many topics, including: The current municipal landscape Tax Plans, and the impact on the muni marketInfrastructureRevenue vs General Obligation bondsMuni Yield CurveRate CycleIssuance, Demand and LiquidityThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and o...
2021-06-2429 minActive InsightsFinding Opportunities in Emerging Markets with Brian FreiwaldIn this episode, Chris speaks with Brian Freiwald, Portfolio Manager of Putnam Emerging Markets Equity Fund. During the conversation, they touch on many topics, including:Why Emerging Markets are a good place to be investing, both now and long termESG investing in Emerging MarketsThe lasting effects of Covid-19 on Emerging Markets, and the opportunities it createdA day in the life of an EM PMHow Brian utilizes research and his analyst team when implementing new ideas Technology in Emerging MarketsLatin America’s growing role in Emerging Markets ---------This material is for in...
2021-05-2435 minActive InsightsInflation, Asset Allocation, the Fed and Bitcoin with Jason VaillancourtIn this episode, Chris speaks with Jason Vaillancourt, Co-Head of Global Asset Allocation at Putnam Investments. During the conversation, they touch on many topics, including:· The current investment landscape· Inflation· Monetary Policy· The Dollar· Asset Allocation and the 60/40 Model· The Fed· Bitcoin ---This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended...
2021-05-0546 min
Engagement Rings Putnam County's PodcastJeweler Putnam County
Check this link right here https://vimeo.com/anniversaryrings for more information on Jeweler Putnam County. We are honored to have been asked to create such an amazing piece and we're glad that she loved it. Thanks again for always supporting Jeweler Putnam County and trusting us to execute his vision. The Engagement ring now comes in different designs; it could be a band made of precious materials such as Gold, Platinum or Silver or it could be a band laced with gem stones to provide an irresistible beauty to the ring. The different major designs of engagement rings...
2016-06-2501 min
Engagement Rings Putnam County's Podcastjewelry repair Putnam CountyA professional jewelry repair Putnam County professional will be able to evaluate your pieces and recommend the appropriate repairs. Try this site http://JaymarkJewelers.com for more information on jewelry repair Putnam County. However, repair services are not only for the extreme issues. Bring your jewelry into the repair department is very much akin to bring your car in for an oil change.Follow us: http://engagementringsputnamcounty.contently.com/
2016-04-2802 min
Engagement Rings Putnam County's PodcastEngagement Rings Putnam CountyVisit this site http://JaymarkJewelers.com for more information on Engagement Rings Putnam County. Buying jewelry is really a difficult activity for most people, since it's often an expensive undertaking and also one which must be given some serious thought. Nevertheless, one of the most important jewelry items to purchase would be the engagement ring. Hence choose the best engagement rings Putnam County for the bride to be.Follow us https://engagementringsputnamcounty.contently.com/
2015-07-0101 min
Engagement Rings Putnam County's PodcastCustom Jewelry Putnam County
Check this http://JaymarkJewelers.com link right here for more information on Custom Jewelry Putnam County
. Diamond engagement rings, with their perfect clarity and indestructible nature, have come to symbolize the purity and eternal commitment between a man and his wife. Diamonds are the ultimate symbol of true love. It is considered as girl's best friend. Each and every girl in this world love diamonds and if it is bigger, then it's even better. Hence choose the best diamond engagement rings Putnam County.Follow us http://anniversaryringscoldspring.blogspot.com/
2015-05-1601 min
Engagement Rings Putnam County's PodcastEngagement Rings Putnam CountyVisit this site http://www.jaymarkjewelers.com/ for more information on Engagement Rings Putnam County. Engagement Rings Putnam County is traditionally given by a man to a woman, symbolizing their commitment to each other. Diamonds, with their magical beauty, provide the perfect gem to set into engagement rings. Whether it is a single solitaire or multi-stone design, there is an endless range of engagement rings to choose from. It will be manufactured and you'll have the most stunning diamond engagement ring that will surely please your special someone.
Follow us http://anniversaryringscoldspring.blogspot.com/
2015-04-1401 min