<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Statera - Notes from the CIO: Notes from the CIO]]></title><description><![CDATA[Statera's Chief Investment Officer, Mark Mowrey, provides additional perspective on this month's commentary. Importantly, this commentary is not presented as an investment recommendation. The approach described may not be right for everyone. No one watching or listening to this commentary should take our comments as advice specific to or appropriate for their individual situation. Individual circumstances should be taken into consideration when determining a suitable investment approach. All investing carries risk.]]></description><link>https://insights.statera-am.com/s/notes-from-the-cio</link><image><url>https://substackcdn.com/image/fetch/$s_!7bdI!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcedeab76-be10-41b0-b353-febbb9f7defb_512x512.png</url><title>Statera - Notes from the CIO: Notes from the CIO</title><link>https://insights.statera-am.com/s/notes-from-the-cio</link></image><generator>Substack</generator><lastBuildDate>Sat, 31 Oct 2026 12:30:10 GMT</lastBuildDate><atom:link href="https://insights.statera-am.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Mark Mowrey, CFA]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[stateraam@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[stateraam@substack.com]]></itunes:email><itunes:name><![CDATA[Mark Mowrey, CFA]]></itunes:name></itunes:owner><itunes:author><![CDATA[Mark Mowrey, CFA]]></itunes:author><googleplay:owner><![CDATA[stateraam@substack.com]]></googleplay:owner><googleplay:email><![CDATA[stateraam@substack.com]]></googleplay:email><googleplay:author><![CDATA[Mark Mowrey, CFA]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[The Risk of Being Wrong]]></title><description><![CDATA[This month, I push back against the extremes.]]></description><link>https://insights.statera-am.com/p/the-risk-of-being-wrong-f88</link><guid isPermaLink="false">https://insights.statera-am.com/p/the-risk-of-being-wrong-f88</guid><dc:creator><![CDATA[Mark Mowrey, CFA]]></dc:creator><pubDate>Sat, 28 Feb 2026 16:00:00 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/214936727/84a85605208fab8e44bd49b26506bff4.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>This month, I push back against the extremes.</p>]]></content:encoded></item><item><title><![CDATA[I've Heard This One Before]]></title><description><![CDATA[In this podcast I speak to concerns regarding the AI land grab.]]></description><link>https://insights.statera-am.com/p/ive-heard-this-one-before-97b</link><guid isPermaLink="false">https://insights.statera-am.com/p/ive-heard-this-one-before-97b</guid><dc:creator><![CDATA[Mark Mowrey, CFA]]></dc:creator><pubDate>Thu, 07 Aug 2025 04:00:54 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/214936728/4e81b3ec310478ee8ae66f7ba29ee4c9.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>In this podcast I speak to concerns regarding the AI land grab.</p>]]></content:encoded></item><item><title><![CDATA[Leaning on Narratives]]></title><description><![CDATA[In this podcast, I lament the quick-draw narratives that seem to drive short-term market volatility.]]></description><link>https://insights.statera-am.com/p/leaning-on-narratives-e2e</link><guid isPermaLink="false">https://insights.statera-am.com/p/leaning-on-narratives-e2e</guid><dc:creator><![CDATA[Mark Mowrey, CFA]]></dc:creator><pubDate>Wed, 21 Aug 2024 22:00:53 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/214936729/d1d25b9f1bd1b557f51ac29b57280e88.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>In this podcast, I lament the quick-draw narratives that seem to drive short-term market volatility.</p>]]></content:encoded></item><item><title><![CDATA[Can't Will Returns]]></title><description><![CDATA[This session, I ponder the motivations of and position our work against the "do this now!" punditry.]]></description><link>https://insights.statera-am.com/p/cant-will-returns-576</link><guid isPermaLink="false">https://insights.statera-am.com/p/cant-will-returns-576</guid><dc:creator><![CDATA[Mark Mowrey, CFA]]></dc:creator><pubDate>Wed, 24 Apr 2024 23:35:45 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/214936730/a6c26426c9221844eef60df6fe46c330.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>This session, I ponder the motivations of and position our work against the "do this now!" punditry.</p>]]></content:encoded></item></channel></rss>