Notes from the CIO

SRCM's Chief Investment Officer, Mark Mowrey, provides additional perspective on this month's commentary. Importantly, this commentary is not presented as an investment recommendation. The approach described may not be right for everyone. No one watching

Listen to latest episode

Notes from the CIO Cover Art

Follow Our Podcast

Recent Episodes

I've Heard This One Before

Posted August 6, 202500:15:47

In this podcast, I speak to concerns regarding the AI land grab.

Leaning on Narratives

Posted August 21, 202400:08:20

In this podcast, I lament the quick-draw narratives that seem to drive short-term market volatility.

Can't Will Returns

Posted April 24, 202400:08:01

This session, I ponder the motivations of and position our work against the "do this now!" punditry.

AI in Practice

Posted February 7, 202400:08:26

In this podcast, I provide some early glimpses of the power of artificial intelligence in practice. I also discuss some concerns I have for the technologies'...

The Logic of Asset Management

Posted September 1, 202300:06:36

Cash holdings may provide comfort, but inflation diminishes the value of uninvested cash over time. Outside of purchase delays and product substitutes,...