Tag: ai


  • Iron Capital Perspectives
  • May 14, 2026
  • APIA Communications

Episode 26 – You’ve Been Lied to About Target Date Funds

Let’s explore the hidden sophistication in your retirement plan’s “simplest” option. Chuck and Michael welcome special guest Andrew Jacobs van Merlen, Portfolio Manager for T. Rowe Price Target Date Strategies, for a conversation about the evolution of the $5.2 trillion target date retirement fund industry.


  • Iron Capital Perspectives
  • March 11, 2026
  • APIA

Episode 25 – Iran, AI, and the Dollar: What is Driving Emerging Markets?

Chuck and Michael host Richard Thies from Driehaus Capital Management. Together they explore the forces shaping emerging‑market (EM) performance, including Iran, the value of the dollar, and AI. Let’s explore.


  • Iron Capital Perspectives
  • November 13, 2025
  • APIA Communications

Episode 24 – AI Speculation: Bubble or Boom?

Chuck and Michael delve into the intriguing world of market bubbles, exploring the signs, the psychological factors at play, and the lessons learned from past market dynamics. Are we in an AI bubble today, and what does that mean for investors?