In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Benjamin Armellini - Managing Partner at Main Street Research - for a candid look at the forces shaping today’s markets. Together, they unpack an economy landscape defined by volatile trade policy, uneven sector performance, and a labor market that looks very different depending on where you stand.

Benjamin offers a global perspective on earnings growth, highlights where investors may be overlooking meaningful opportunities outside the U.S., and explains why AI-driven sectors have widened the gap between headline indexes and the rest of the market. They also explore the disconnect between lagging economic data and real-time market behavior, the implications of shifting capital expenditure trends, and what a “Goldilocks environment” really means for long-term investors.

The conversation closes with grounded, practical guidance—why market timing continues to fail investors, how to define success beyond benchmarks, and why having a clear plan matters more than ever in a noisy, fast-moving economy.

Listeners will also hear practical guidance on why market timing continues to fail investors, how to define success beyond benchmarks, and why having a clear plan matters more than ever in an erratic economy.

Tune in for an insightful conversation that moves beyond the noise to provide actionable strategies for navigating today's complex global economy, managing risk, and making sound decisions in a period of economic uncertainty.

In this episode of Financial Perspectives, host Tanya Tang sits down with Asad Malik, CFA, Head of ML Finance & Infrastructure Strategy at Google, to discuss how artificial intelligence and machine learning are transforming finance, investing, and productivity.

Asad breaks down the surge in AI investment since 2022, the rapid growth in infrastructure spending, and why scaling laws and vertical integration are redefining the economics of innovation. He explains why AI may be overhyped in the short term but underappreciated in the long run and highlights key areas of opportunity—from drug discovery and automation to AI-driven productivity efficiencies.

Listeners will also hear practical advice for finance professionals on adopting AI tools, maintaining essential analytical skills, and leveraging AI as a powerful productivity advantage.

Tune in for a strategic financial perspective on AI’s impact on finance, investment strategy, and the future of work.

In this episode of Financial Perspectives, host Tanya Suba-Tang - Membership Director at CFA Society San Francisco - sits down with Jaycob Arbogast, CFP, MBA - Director of the Center for Excellence in Finance at California State University, Chico. Together, they unpack the realities students face as they move from academia into the workforce, including the challenges of a competitive job market, the importance of pairing technical expertise with interpersonal skills, and the growing role of real-world experiences like internships and competitions. They also explore how finance professionals can support the next generation—through mentorship, guest speaking, and creating pathways for student success.

Whether you’re a student preparing for your first finance role, a professional considering a career change, or a seasoned leader eager to give back, this conversation offers practical insights and inspiration for navigating the journey from classroom to career.