web02.fireside.fm Mon, 25 May 2026 10:25:07 -0500 Fireside (https://fireside.fm) Hear & Now from Federated Hermes - Episodes Tagged with “Inflation” https://hearandnowfromfederated.fireside.fm/tags/inflation Fri, 11 Aug 2023 13:00:00 -0400 Educated discussions regarding the markets and general investment news. en-us episodic Podcast by Federated Hermes, Inc. Federated Hermes, Inc. Educated discussions regarding the markets and general investment news. no Federated Hermes, Inc. kkotulak@federatedinv.com Episode 41: In defense of dividends https://hearandnowfromfederated.fireside.fm/41 b0f1e67b-d8d4-4d5b-aa4e-c2ef624820a6 Fri, 11 Aug 2023 13:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. The past, present and future of dividend investing. 41:51 no <p>The past, present and future of dividend investing. Special Guest: Deborah Bickerstaff.</p> The past, present and future of dividend investing.

Special Guest: Deborah Bickerstaff.

]]> The past, present and future of dividend investing.

Special Guest: Deborah Bickerstaff.

]]> Episode 40: Putting the inflation genie into its lamp https://hearandnowfromfederated.fireside.fm/40 ade8e0ea-33c1-454b-929b-295e28fc1cd6 Tue, 25 Apr 2023 15:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path. 43:46 no <p>Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior portfolio manager. Special Guests: Phil Orlando and RJ Gallo.</p> inflation, monetary policy, economy, interest rates Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior portfolio manager.

Special Guests: Phil Orlando and RJ Gallo.

]]> Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior portfolio manager.

Special Guests: Phil Orlando and RJ Gallo.

]]> Episode 38: Small but mighty https://hearandnowfromfederated.fireside.fm/38 a62bb39b-e98d-4c55-a05b-7db5eacbf2f0 Fri, 06 Jan 2023 13:00:00 -0500 Federated Hermes, Inc. full Federated Hermes, Inc. Opportunities can be found in small-cap markets. 40:13 no <p>Moderated by Senior Equity Strategist Linda Duessel, Senior Portfolio Managers Stephen DeNichilo and John Ettinger discuss where they see opportunities in the small-cap market. Special Guests: John Ettinger and Stephen DeNichilo.</p> markets, economy, stocks, equity, risk, inflation, recession, small-cap, opportunities, opportunity, Moderated by Senior Equity Strategist Linda Duessel, Senior Portfolio Managers Stephen DeNichilo and John Ettinger discuss where they see opportunities in the small-cap market.

Special Guests: John Ettinger and Stephen DeNichilo.

]]> Moderated by Senior Equity Strategist Linda Duessel, Senior Portfolio Managers Stephen DeNichilo and John Ettinger discuss where they see opportunities in the small-cap market.

Special Guests: John Ettinger and Stephen DeNichilo.

]]> Episode 37: Is recession around the corner? https://hearandnowfromfederated.fireside.fm/37 e3580ad5-46c2-46dc-b9de-36100242d3d2 Tue, 06 Dec 2022 14:00:00 -0500 Federated Hermes, Inc. full Federated Hermes, Inc. Steve Chiavarone, Silvia Dall’Angelo and Donald Ellenberger discuss global inflation and whether the markets have already priced in a recession. 45:25 no <p>Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion about the global inflation problem, monetary policy and the probability of recession. Special Guests: Don Ellenberger, Silvia Dall'Angelo, and Steve Chiavarone.</p> inflation, monetary policy, recession Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion about the global inflation problem, monetary policy and the probability of recession.

Special Guests: Don Ellenberger, Silvia Dall'Angelo, and Steve Chiavarone.

]]> Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion about the global inflation problem, monetary policy and the probability of recession.

Special Guests: Don Ellenberger, Silvia Dall'Angelo, and Steve Chiavarone.

]]> Episode 36: Revenge of the boring https://hearandnowfromfederated.fireside.fm/36 17936e78-29a2-4408-8562-9fa070493f01 Thu, 04 Aug 2022 10:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Seeking opportunities amid volatility. 29:51 no <p>Federated Hermes Senior Equity Strategist Linda Duessel interviews Senior Portfolio Managers Donald Ellenberger and Daniel Peris on the rise of what some may consider “boring” investment solutions for 2022. Special Guests: Daniel Peris and Don Ellenberger.</p> markets, economy, stocks, bonds, equity, fixed income, volatility, risk, inflation, recession Federated Hermes Senior Equity Strategist Linda Duessel interviews Senior Portfolio Managers Donald Ellenberger and Daniel Peris on the rise of what some may consider “boring” investment solutions for 2022.

Special Guests: Daniel Peris and Don Ellenberger.

]]> Federated Hermes Senior Equity Strategist Linda Duessel interviews Senior Portfolio Managers Donald Ellenberger and Daniel Peris on the rise of what some may consider “boring” investment solutions for 2022.

Special Guests: Daniel Peris and Don Ellenberger.

]]> Episode 35: 40 years on Wall Street https://hearandnowfromfederated.fireside.fm/35 51d1983a-100e-4116-9ffd-c008fad4c3d1 Wed, 13 Jul 2022 10:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Investment and life lessons from Stephen Auth. 24:59 no <p>Federated Hermes Senior Equity Strategist Linda Duessel interviews CIO of Equities Stephen Auth on the investment and life lessons he's learned throughout his career. Special Guest: Steve Auth.</p> investment, career, Wall Street, lessons, markets, economy, inflation, equities Federated Hermes Senior Equity Strategist Linda Duessel interviews CIO of Equities Stephen Auth on the investment and life lessons he's learned throughout his career.

Special Guest: Steve Auth.

]]> Federated Hermes Senior Equity Strategist Linda Duessel interviews CIO of Equities Stephen Auth on the investment and life lessons he's learned throughout his career.

Special Guest: Steve Auth.

]]> Episode 34: Ahead of expectations https://hearandnowfromfederated.fireside.fm/34 986adacb-91d6-4e50-9c98-be789090ddb3 Mon, 09 May 2022 14:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Federated Hermes' quarterly liquidity webcast. 47:46 no <p>Global Liquidity Markets CIO Deborah Cunningham, chosen by Barron’s as one of the 100 Most Influential Women in U.S. Finance, and Steven Chiavarone, head of multi-asset solutions, discuss the latest Federal Reserve meeting and how to prepare for the path of Fed action amid these uncertain times. Special Guests: Deborah Cunningham and Steve Chiavarone.</p> inflation, interest, the Fed, FOMC, markets, economy, liquidity Global Liquidity Markets CIO Deborah Cunningham, chosen by Barron’s as one of the 100 Most Influential Women in U.S. Finance, and Steven Chiavarone, head of multi-asset solutions, discuss the latest Federal Reserve meeting and how to prepare for the path of Fed action amid these uncertain times.

Special Guests: Deborah Cunningham and Steve Chiavarone.

]]> Global Liquidity Markets CIO Deborah Cunningham, chosen by Barron’s as one of the 100 Most Influential Women in U.S. Finance, and Steven Chiavarone, head of multi-asset solutions, discuss the latest Federal Reserve meeting and how to prepare for the path of Fed action amid these uncertain times.

Special Guests: Deborah Cunningham and Steve Chiavarone.

]]> Episode 33: Undeniably hawkish https://hearandnowfromfederated.fireside.fm/33 79c83e87-b636-4728-8e3b-328140ac037e Fri, 01 Apr 2022 10:45:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. 56:16 no <p>This episode is a special recording of a roundtable discussion Linda Duessel, senior equity strategist, led with Susan Hill, senior portfolio manager and head of the Government Liquidity Group, R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee, and Phil Orlando, chief equity strategist and head of Client Portfolio Management, discussing the latest Fed action and inflation expectations. Special Guests: Phil Orlando, RJ Gallo, and Susan Hill.</p> markets, economy, inflation, interest rates, outlook, Federal Reserve, FOMC This episode is a special recording of a roundtable discussion Linda Duessel, senior equity strategist, led with Susan Hill, senior portfolio manager and head of the Government Liquidity Group, R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee, and Phil Orlando, chief equity strategist and head of Client Portfolio Management, discussing the latest Fed action and inflation expectations.

Special Guests: Phil Orlando, RJ Gallo, and Susan Hill.

]]> This episode is a special recording of a roundtable discussion Linda Duessel, senior equity strategist, led with Susan Hill, senior portfolio manager and head of the Government Liquidity Group, R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee, and Phil Orlando, chief equity strategist and head of Client Portfolio Management, discussing the latest Fed action and inflation expectations.

Special Guests: Phil Orlando, RJ Gallo, and Susan Hill.

]]> Episode 32: The tortoise moves forward https://hearandnowfromfederated.fireside.fm/32 e2cf7bdc-2159-47de-8248-24af4e523a2d Mon, 14 Mar 2022 12:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Facing inflation and other market headwinds, defensive dividend-paying stocks may offer some protection. 23:56 no <p>Senior Equity Strategist Linda Duessel discusses the compelling opportunities of dividend-paying stocks with Daniel Peris, senior portfolio manager and head of the Strategic Value Dividend team at Federated Hermes. Special Guest: Daniel Peris.</p> inflation, dividends, stocks, equities, markets, volatility Senior Equity Strategist Linda Duessel discusses the compelling opportunities of dividend-paying stocks with Daniel Peris, senior portfolio manager and head of the Strategic Value Dividend team at Federated Hermes.

Special Guest: Daniel Peris.

]]> Senior Equity Strategist Linda Duessel discusses the compelling opportunities of dividend-paying stocks with Daniel Peris, senior portfolio manager and head of the Strategic Value Dividend team at Federated Hermes.

Special Guest: Daniel Peris.

]]> Episode 30: Themes to watch, forecasts and potential surprises in 2022 https://hearandnowfromfederated.fireside.fm/30 d30699a6-cffb-4290-9cae-1e15822633b2 Fri, 21 Jan 2022 10:00:00 -0500 Federated Hermes, Inc. full Federated Hermes, Inc. Our outlook across asset classes. 1:08:31 no <p>Linda Duessel, senior equity strategist is joined by Phil Orlando, chief equity strategist and head of client portfolio management; R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee; and Silvia Dall'Angelo, senior economist from our international business in London to discuss the outlook for 2022. Special Guests: Phil Orlando, RJ Gallo, and Silvia Dall'Angelo.</p> markets, economy, inflation, interest rates, outlook Linda Duessel, senior equity strategist is joined by Phil Orlando, chief equity strategist and head of client portfolio management; R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee; and Silvia Dall'Angelo, senior economist from our international business in London to discuss the outlook for 2022.

Special Guests: Phil Orlando, RJ Gallo, and Silvia Dall'Angelo.

]]> Linda Duessel, senior equity strategist is joined by Phil Orlando, chief equity strategist and head of client portfolio management; R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee; and Silvia Dall'Angelo, senior economist from our international business in London to discuss the outlook for 2022.

Special Guests: Phil Orlando, RJ Gallo, and Silvia Dall'Angelo.

]]> Episode 27: Classic economics vs. new paradigm https://hearandnowfromfederated.fireside.fm/27 891db23d-691c-4a80-af83-4cd798e23741 Thu, 01 Jul 2021 14:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Our equity team discusses differing views on inflation. 17:09 no <p>Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity strategist, and Steve Chiavarone, equity strategist and portfolio manager. Special Guests: Phil Orlando and Steve Chiavarone.</p> inflation, markets, economy Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity strategist, and Steve Chiavarone, equity strategist and portfolio manager.

Special Guests: Phil Orlando and Steve Chiavarone.

]]> Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity strategist, and Steve Chiavarone, equity strategist and portfolio manager.

Special Guests: Phil Orlando and Steve Chiavarone.

]]>