Disruptor Series by AllianceBernstein
by AllianceBernstein
Latest episode
Build a Better Path Part One: What's Past is Prologue
Build a Better Path Part One: What's Past is Prologue
About this podcast
Welcome to the Disruptor Series by AllianceBernstein. Each quarter, the series will provide diverse perspectives on the forces reshaping markets and portfolios – leveraging AB's extensive research and advanced capabilities.
Episodes
- Build a Better Path Part One: What's Past is Prologue · 48 minIn our latest installment of the AB Disruptor Series, we adjust our lens. Instead of zooming into a specific topic, we'll zoom out, assessing the big picture of investing today…
- The Mind in the Machine, Part Two: From Titans to Trailblazers—Winners, Losers and the Road Ahead for AI · 52 minAs we continue our AB Disruptor Series, our deep dive into artificial intelligence, we shift our lens from the contributors to AI's industrial backbone toward the companies…
- The Mind in the Machine, Part One: From Silicon to Sentience - Mapping the AI Supply Chain · 59 minIn this episode: Register for our 3Q Capital Markets Outlook Webcast: https://info.alliancebernstein.com/3Q25-CMO.html?partnerref=DisruptorPodcast Artificial intelligence is…
- Healthcare Evolution: Past, Present and Future · 53 minHealthcare is undergoing a profound transformation driven by groundbreaking advancements in technology, data and medicine. From predictive analytics and AI-enhanced diagnostics…
- US 2024 Election Outlook: Politics Don't Matter? · 48 minDescription: The 2024 US presidential election is still months away and already entrenched as one of the most eventful in the country's history. What started as a historic…
- The Forgotten Style: Whatever Happened to Value · 53 minToday's investment world has been called a "factor zoo," but value was arguably the first. With name-dropping candidates from Graham-Dodd to Fama-French to Warren Buffett, the…
- The US Banking Transition Accelerates · 45 minUS banks continue to garner headlines—almost a year removed from the heart of the regional crisis, and with the looming end of the Fed's program to help stop the bleeding…
- Real Estate's Present & Future, Part 2—the Residential Market · 54 minDescription: Housing is the biggest asset many of us will ever invest in, and COVID-19 and its related policy decisions caused mass disruption. As mortgage rates plummeted to…
- Real Estate's Present and Future—the Commercial Market · 57 minReal estate is the original asset: a distinct combination of investment potential and utility for businesses and households. That's why COVID-19, and its impact on inflation and…
- How Much is Too Much? $31 Trillion Reasons to Understand the Debt Problem · 55 minThe common wisdom may say that the impasse will be worked out because the cost of failure is too steep, but at the center of the debate two key questions always emerge as markets…
- The Future of Energy, Part II: Investment Implications of the Energy Transition · 1 h 0 minThe renewable energy transition won't be linear, and it won't be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task. In this episode, AB Chief…
- The Future of Energy · 56 minEnergy prices have been on a rollercoaster ride the past few years, and the invasion of Ukraine upended the entire supply/demand framework. The path ahead for energy—and related…
- Deglobalization, Reversals in the Supercycle and What it Means for the Future of Portfolio Construction · 49 minHave COVID-19 and geopolitics hastened the decline of globalization and other tailwinds that drove an era of exceptional returns? That's the question on the agenda in the next…
- Rising Prices and the Big Trade-Off: Inflation Protection vs. Market Participation · 55 minDormant for many years, inflation has returned with a vengeance—fed by pandemic-related challenges and easy-money policies. Inflation may end up as a temporary condition or a…
