Wilmington Trust’s Capital Considerations

How far can artificial intelligence really take healthcare—and where are the investable opportunities today? As AI accelerates everything from diagnosis and physician productivity to drug discovery and clinical trials, the industry is entering a pivotal shift. But key questions remain. Listen as Tony Roth and Tom Lawry, managing director of Second Century Tech, break down how artificial intelligence is transforming healthcare, and what these shifts mean for investors. They also explore the breakthroughs redefining medical innovation, the efficiency gains transforming care delivery, and the economic constraints AI can’t solve just yet.

What’s fueling the collectibles boom—and where should investors tread carefully? CIO Tony Roth speaks and his guest Victoria Gray, founder of Insight Art & Collectibles Advisory, unpack the $2B auction week, surging demand for blue-chip art, watches, luxury goods, and even supercars. They dive into generational shifts, online auctions, the diamond market collapse, and why family offices now view collectibles as a serious asset class. Plus, hear practical tips for building—or responsibly unwinding—a collection.

What happens when cybercrime meets cutting-edge tech like AI and quantum computing? In this episode of Capital Considerations, host Tony Roth sits down with former FBI counterintelligence operative Eric O’Neill to explore the future of cybersecurity. From deepfakes and ransomware to digital defense strategies and investment opportunities, discover how individuals and institutions can stay ahead in a rapidly evolving threat landscape.

Crypto has been gaining momentum. Regulation is evolving. What could this mean for your portfolio? In this episode of Capital Considerations, Tony Roth welcomes Matt Hougan, CIO of Bitwise Asset Management, for a discussion on the future of crypto investing. They explore the potential impact of Bitcoin and Ethereum ETFs, the bipartisan Genius Act’s implications for U.S. crypto regulation, and how stablecoins could disrupt traditional banking. Whether you’re new to crypto or a seasoned investor, this episode offers insights on regulatory trends, and crypto’s growing influence in the global economy.

Artificial intelligence, which has made remarkable strides in areas like language and imagery, is now beginning to revolutionize the life sciences. Listen as Tony Roth and his guest, Vik Bajaj, co-founder of Foresite Labs, explore the powerful convergence of AI and biotechnology. Unlike consumer applications, applying AI to biology requires generating entirely new datasets—often at great cost and complexity—to model and intervene in the most intricate systems of all: living organisms. The conversation explores the mission of Foresite Labs and how AI is transforming our understanding of health, disease, and the future of medicine.

In this episode of Capital Considerations, Tony Roth and Shehzad Qazi, managing director at China Beige Book, offer an unfiltered analysis of China’s economic outlook and its complex relationship with the United States. While China’s manufacturing and policy support are keeping growth afloat, deep-rooted challenges—from weak consumer demand to a faltering property sector—continue to cloud the picture.

Advancements in AI algorithms are shifting the balance between computing power and efficiency, reducing reliance on high-powered GPUs and accelerating AI democratization. CIO Tony Roth and Anshumali Shrivastava, a computer science professor at Rice University and founder of Third AI Corp explore the revolutionary impact of DeepSeek on the AI ecosystem and delve into AI’s growing role in industries from finance to education, the implications for white- and blue-collar jobs, and how AI-driven advancements could redefine global productivity, economic policy, and even medicine.

As artificial intelligence technologies grow, the importance of safeguarding your information can become more critical. Listen as Chief Investment Officer Tony Roth and James Kaplan, partner and chief technology officer of McKinsey’s Enterprise Technology practice discuss how you can use AI to secure yourself, and how to stay protected from it.

Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption amid economic shifts and social pressures; and the complexities of managing overleverage in sectors like real estate and infrastructure.

Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discuss the twists and turns of the market and economy while keeping their eyes peeled for opportunities in the face of persistent obstacles, such as inflation. Discover why they believe that although equity values may seem fairly priced, there’s still room for growth in markets. Gain insights into their predictions for Fed rate cuts and how these could provide a valuable tailwind for investors, turning market dips into strategic buying opportunities. Tune in now for expert analysis and actionable insights to help guide your investment decisions.

During a recent event in New York City Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discussed their 2024 Capital Markets Forecast, the team’s economic and investment outlook for the year ahead. During the in-depth discussion, which was moderated by CNBC’s Sue Herera, they shared their thoughts on the year ahead, the overall economy, and the current investing climate.

With the recent stressors on the stock market, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue reflect on the tumultuous months leading up to our discussion and put into context the crucial factors shaping the landscape for the fourth quarter and beyond, counting down to Election Day 2024. They share perspectives on market positioning, discuss the consumer’s role in inflation and the economic environment, and what it may mean for portfolios.