Monday Macro with Dave – Markets reprice on rapid policy shifts
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Markets reprice on rapid policy shifts Dave Harrison Smith,…
Monday Macro with Dave – Escalation Abroad & Stress in Credit
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Escalation Abroad and Emerging Stress in Credit Dave Harrison…
Monday Macro with Dave – Growth Miss and Renewed Tariff Risk
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Growth Miss and Renewed Tariff Risk Dave Harrison Smith, CFA…
CNBC: “Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales”
Dave Harrison Smith, CFA, as source in a recent article published by CNBC.
Reuters: “US software stocks slammed on mounting fears over AI disruption, lose $1 trillion in week”
Dave Harrison Smith, CFA, as source in a recent article published by Reuters.
Morningstar: “What to Know About the Software Stock Selloff”
Dave Harrison Smith, CFA, as source in a recent article published by Morningstar.
(Video) AI’s Next Wave: Setting up for Value Beyond Hardware
Where might the next AI investment opportunities lie beyond hardware? Bailard’s Chief Investment Officer, Dave Harrison Smith, CFA offers his perspective as a seasoned technology…
What Matters Most Hasn’t Changed
Editor’s Note: We’re proud to share this piece from Dave, who took the reins as Bailard’s Chief Investment Officer (CIO) on July 1, succeeding Eric Leve, CFA. With clear-eyed perspective and…
White Paper: “AI Is Moving Fast—And the Winners Might Not Be Who You Expect”
AI is evolving fast, and so is the way investors are approaching it. In his latest white paper, Dave Harrison Smith, CFA—EVP, Domestic Equities—shares where he sees the shift in AI…
Pensions & Investments, “AI applications: When can investors feel the impact?”
LLMs. Co-pilots. Agents. Two years after ChatGPT took the world by storm, the hype behind artificial Intelligence remains palpable. Major tech companies are pouring billions into sparkling…