Charles Lieberman
Co-founder and Chief Investment Officer at Advisors Capital Management, offering market commentary on U.S. equities, valuations, and sector opportunities.
Best podcasts with Charles Lieberman
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12 snips
Aug 13, 2025 • 17min
US CPI Print Fuels Fed Rate Cut Bets
Charles Lieberman, Co-Founder of Advisors Capital Management, discusses how recent US inflation data sparked optimism for potential Fed rate cuts. He notes the easing of trade-related price pressures, which has positively influenced market sentiment. Meanwhile, Peter Chung, Head of Research at Presto in Hong Kong, delves into the cryptocurrency landscape, highlighting Bitcoin's rise due to institutional demand. He also explores a new executive order that allows digital assets in retirement plans, reshaping investment strategies for everyday investors.
Oct 9, 2025 • 19min
TSMC Earnings Preview, Stocks Set Fresh Record on AI
Debbie Wu, Team Leader for North Asia Technology at Bloomberg News, discusses TSMC's expected strong Q3 earnings driven by solid sales data and the impact of AI demand on semiconductor growth. She explores TSMC's compliance with export controls and its pivotal role in Taiwan's economy. Meanwhile, Charles Lieberman, Co-founder and CIO at Advisors Capital Management, shares insights on U.S. market valuations influenced by mega-cap stocks and delves into gold's rally as China's reserve strategy shifts amidst geopolitical concerns.
