Aug 11, 2021
In this conversation about the economy and monetary policy,
Cheryl I. Smith, CFA, economist and portfolio manager at Trillium
Asset Management, discusses the Federal Reserve’s strategy of
flexible average inflation targeting, the role of Central Banks in
solving social problems, and what history teaches us about tackling
1:30 How have financial crises shaped policy and where we are
4:46 One piece of wisdom Cheryl would impart to
7:00 Cheryl explains what prompted the major shift in the
Federal Reserve and the new approach to monetary policy and why
11:46 Should central banks take an active role in tackling
wider societal change challenges?
13:56 Lauren asks Cheryl what she will be listening for at the
next Jackson Hall Conference and if she expects to hear anything
different than before.
15:05 If you were the playwright, what would the narrative be
in Act II?
18:16 Are we going back to the 1970s? Are we entering the
post-financialization era? Are we in a new era of globalization or
22:50 Cheryl’s origin story: how she got involved in investing
and how she ended at Trillion.
27:00 Cheryl shares her approach at Trillium to socially
29: 15 Closing questions
- One positive, long-lasting change that Cheryl hopes to see
as a result of the pandemic.
- What one object would Cheryl take with her on a
long-duration space flight.
- Flight or invisibility?
Related Articles and Links:
Find Cheryl here:
Find Lauren Foster here: