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Gitterman Asset Management

Why Extreme Weather Could Reshape the Insurance Market

Extreme weather is becoming an increasingly important issue for investors as wildfires, heat waves, droughts, hurricanes, and earthquakes reshape the global risk landscape. While...

AI Boom at a Crossroads: Can Hyperscalers Deliver Real Returns?

The AI infrastructure boom is entering a new phase as hyperscalers shift from massive share buybacks toward debt issuance to help fund the next...

Big Tech Earnings, AI & the Next Investment Opportunity

Artificial intelligence remains the biggest investment theme on Wall Street, but investors are increasingly asking one critical question: Can Big Tech generate enough revenue to...

Navigating the Storm: How Super El Niño Could Drive Food Inflation

Jeff Gitterman, Managing Director of Gitterman Asset Management, joins Remy Blaire to discuss the effects of the current hurricane season and the onset of...

Fads vs. Fortunes: Jeff Gitterman on Finding Long-Term Winners in a Changing Market

Jeff Gitterman, Managing Director at Gitterman Asset Management, joins Remy Blaire to explore the concept of thematic investing, a strategy aimed at outperforming the...

OpenAI, SpaceX and Anthropic IPOs Could Trigger Wall Street Shake-Up at Trillion-Dollar Valuations

Jeff Gitterman, Managing Director of Gitterman Asset Management, joins Remy Blaire to discuss the upcoming mega IPOs from companies like OpenAI, SpaceX and Anthropic....

The Ripple Effects of the Strait of Hormuz Blockade on Global Markets

Jeff Gitterman, Managing Director of Gitterman Asset Management, joins Remy Blaire to discuss the severe disruptions in the Strait of Hormuz, which have led...

Rising Oil Prices Push U.S. Inflation Higher as Energy Costs Surge 21%

Jeff Gitterman, Managing Director of Gitterman Asset Management, joins Remy Blaire to discuss the impact of rising oil prices on consumer inflation in the...

From Fossil Fuels to Nuclear: How the Iran War is Shaping Global Energy Strategies

In this episode of Market Movers, we dive into the complex implications of the escalating war in Iran on global energy markets and sustainability...

Weather Whiplash: Understanding California’s Fire Risks Amid Climate Change

Jeff Gitterman, Managing Director at Gitterman Asset Management, joins Remy Blaire to help us understand the phenomenon of "weather whiplash." We delve into the...

From AI Layoffs to Oil Disruptions: The Economic Risks Investors Can’t Ignore

Global tensions, rising inflation risks and uncertainty around Federal Reserve policy are shaping the investment landscape. Jeff Gitterman, Managing Director at Gitterman Asset Management,...

Global Warming: Understanding the Acceleration and Its Impacts

Jeff Gitterman, Managing Director at Gitterman Asset Management, joins Remy Blaire to discuss the alarming acceleration of global warming, as highlighted by a recent...