Advertise on podcast: Notes from the CIO

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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 or listening to this commentary should take our comments as advice specific to or appropriate for their individual situation. Individual circumstances should be taken into consideration when determining a suitable investment approach. All investing carries risk.

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Check latest episodes from Notes from the CIO podcast

The Risk of Being Wrong

2026/02/28

This month, I push back against the extremes.

I've Heard This One Before

2025/08/07

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

Leaning on Narratives

2024/08/21

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

Can't Will Returns

2024/04/24

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

AI in Practice

2024/02/07

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' broader usage in investment management and allow Microsoft's CoPilot to chime in.