Wilmington Trust’s Capital Considerations

Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.

Wilmington Trust’s Capital Considerations is a business podcast hosted by Wilmington Trust, with 110 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Wilmington Trust hosts Wilmington Trust’s Capital Considerations, a business show with 110 episodes published.

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  Episode #111

  AI and the Economy: Will Artificial Intelligence Drive the Next Productivity Boom?

  Aug 17, 202642 min

  Artificial intelligence has quickly moved beyond a technology discussion. It is now a major economic and investment question shaping markets, corporate spending, productivity expectations, and how investors think about future earnings growth. In this episode of Capital Considerations, Tony Roth speaks with UC Berkeley economist Martin Beraja about AI’s potential impact on productivity, business innovation, capital allocation, labor markets, and long-term economic growth. Martin explains why AI's greatest value may come from helping organizations learn faster, make better decisions, and improve outcomes over time. The conversation also explores what AI could mean for GDP growth, corporate investment, and the future of the U.S. economy. Tony and Martin discuss whether today’s significant spending on AI infrastructure may generate lasting returns, how leading technology companies could compete for dominance, and why investors may need to look beyond the hype to evaluate AI’s long-term impact on businesses, markets, and portfolio strategy.

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  Episode #110

  Iran, the Strait of Hormuz, and What a Global Energy Crisis Means for Markets

  Apr 3, 202652 minS0

  <p>Rising tensions in the Middle East and the war with Iran are reshaping the global energy landscape, with direct implications for markets, inflation, and everyday costs. In this episode, Tony Roth reconnects with geopolitical expert Teddy Bunzel to examine the escalating conflict in and around the Strait of Hormuz—and why disruptions at this critical chokepoint matter far beyond the region.</p> <p>Together, they explore the intersection of geopolitics, energy security, and global finance, breaking down how military strategy, sanctions, and shifting regional power dynamics could affect oil and gas markets. The conversation also considers potential paths forward—from...

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  Episode #109

  AI’s Impact on the Health Care Investment Landscape

  Mar 18, 202636 minS0

  <p>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.</p>

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  Episode #108

  AI That Acts: What Agentic Systems Could Mean for the Economy and the Future of Work

  Jan 28, 20261h 3mS0

  <p>AI is entering a new phase—one where systems move from analyzing data to taking action. In this episode of Capital Considerations, Tony Roth and Swami Chandrasekaran, global head of AI and Data Labs at KPMG, break down how agentic AI can plan, reason, and execute tasks, unlocking new levels of productivity across finance, investing, and risk management. They explore where we are in the AI adoption curve, what’s holding back broad productivity gains, and which sectors and roles may be most transformed as agentic systems scale. They also discuss how data, compute, and trust will shape real-world adopt...

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  Episode #107

  Collectibles as an Asset Class: Insights for Investors

  Jan 1, 202640 minS0

  <p>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.</p>

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