Brown Advisory CIO Perspectives

Brown Advisory

Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

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Brown Advisory CIO Perspectives

Episodes (25)

Thursday SaaSpocalypse, the AI Death Star and Private Credit Indigestion
Jan 27th Bubble or a New Cycle? Surging Small Caps, Red Hot Venture Markets and the Evolving Winners of AI
Dec 19, 2025 Navigating Tariffs, Rate Cuts, AI, and Market Concentration: Themes for 2025 and Roadmap for 2026

Brown Advisory CIO Perspectives

Mar 5, 2026
47½ minutes
43 MB

In this episode of CIO Perspectives, host Sid Ahl speaks with Kif Hancock, International CIO, and Campbell Donley, CIO Investment Analyst, about the sharp market reaction to AI, the so‑called AI Death Star and the recent pressure in private credit — and how today’s volatility is creating opportunity. The conversation covers why quality has trailed, where dislocation is creating opportunity and how the most concentrated U.S. market in decades affects portfolio construction. The team also examines a K-shaped consumer, rising youth unemployment, the case for international diversification and why private credit requires manager-by-manager scrutiny in a software-heavy cycle...

Brown Advisory CIO Perspectives

SaaSpocalypse, the AI Death Star and Private Credit Indigestion

Brown Advisory

00:00 -47:28