Cover image of show Argus Research Monthly Outlook & Ideas Podcast

Argus Research Monthly Outlook & Ideas Podcast

Podcast by Argus Research

English

Business

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About Argus Research Monthly Outlook & Ideas Podcast

Argus Research’s Outlook & Ideas Podcast features timely conversations with our analysts on macro trends, sector outlooks, and actionable stock ideas. Each episode explores what’s moving markets, from interest rates and the economy to themes like artificial intelligence, and highlights BUY-rated opportunities across the S&P 500. Outlook & Ideas Webinars take place on the first Wednesday of every month at 11:00 a.m. ET. You can register to watch at www.argusresearch.com, and the podcast version of each episode will be uploaded shortly after the live event.

All episodes

4 episodes

episode AI Podcast Series Episode #4 | AI & Energy/Industrials artwork

AI Podcast Series Episode #4 | AI & Energy/Industrials

This is the podcast version of our fourth episode of our 2026 Artificial Intelligence webinar series, titled Artificial Intelligence & the Industrial Sector. The webinar was hosted by Argus Director of Research Jim Kelleher, CFA. Jim was joined by Argus’ two Industrial senioranalysts, John Eade and Kris Ruggeri. During the webinar, John and Kris discussed the impact of AI and AI trends within the Aerospace & Defense, Automation, Building & Construction, Transportation, and Clean Energy industries, among others. To register for the webinar or future events, please visit the Argus Research website and click on the “Register Here” icon that can be found under the “News & Media” header. If you have any problems registering, please contact us by calling (212) 425-7500.

8 May 2026 - 47 min
episode AI Podcast Series Episode #3 | AI & Financials artwork

AI Podcast Series Episode #3 | AI & Financials

This podcast version of our third episode of our 2026 Artificial Intelligence webinar series and is titled Artificial Intelligence & the Financial Sector. The webinar is hosted by Argus Director of Research Jim Kelleher, CFA. Jim was joined by Argus Research’s two Financial sector senior analysts, Stephen Biggar and Kevin Heal. During the webinar, Steve and Kevin discussed the impact of AI and AI trends among Banks, Brokers, Insurance Companies, Data Providers and Exchanges, and E-Payment firms. Last month’s AI webinar focused on the Healthcare sector, and future Argus AI webinars will explore the Industrial & Utilities sectors, as well as the Consumer sectors. To register for the webinar or future events, please visit the Argus Research website and click on the “Register Here” icon that can be found under the “News & Media” header. If you have any problems registering, please contact us by calling (212) 425-7500.

6 Apr 2026 - 40 min
episode AI Podcast Series Episode #2 | AI & Healthcare artwork

AI Podcast Series Episode #2 | AI & Healthcare

This podcast version of our second episode of our 2026 Artificial Intelligence webinar series and is titled Artificial Intelligence & the Healthcare Sector. Argus President John Eade was joined by Argus Research’s two Healthcare analysts, David Toung and Jasper Hellweg. During the episode, David and Jasper discussed the impact of AI and AI trends among Pharma & Biotech companies, Life Sciences firms, Medical Equipment manufacturers, and Healthcare Service providers. Last month’s AI webinar focused on the Information Technology sector, and future Argus AI webinars will explore the Financial, Industrial & Utilities, and Consumer sectors. To register for the webinar or future events, please visit the Argus Research website and click on the “Register Here” icon that can be found under the “News & Media” header. If you have any problems registering, please contact us by calling (212) 425-7500.

6 Mar 2026 - 45 min
episode AI Podcast Series Episode #1 | AI & IT artwork

AI Podcast Series Episode #1 | AI & IT

This podcast version of our first episode of our 2026 Artificial Intelligence webinar series and is titled Artificial Intelligence & the Information Technology Sector. Argus Research’s President John Eade was joined by senior IT analysts Jim Kelleher, CFA, and Joe Bonner, CFA, for a discussion on Artificial Intelligence and the Information Technology sector. Jim and Joe broke down key AI trends shaping GPU providers, storage and networking companies, hyperscalers, and cybersecurity and enterprise software firms. This episode is part of Argus Research’s ongoing AI series, with future discussions expanding into Healthcare and Financials, Industrials and Utilities, and Consumer sectors. To register for the webinar or future events, please visit the Argus Research website and click on the “Register Here” icon that can be found under the “News & Media” header. If you have any problems registering, please contact us by calling (212) 425-7500.

6 Feb 2026 - 44 min
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