Money Life Interview – Adam Ballantyne

PODCASTS

Money Life Interview – Adam Ballantyne

Cambiar Senior Analyst Adam Ballantyne recently spoke with Chuck Jaffe about the Fed's recent actions and areas of the market we find interesting during these uncertain times.

small cap equities
small cap equities
Navigating Through Small Cap Equities in Today's Volatile Environment

Cambiar Small Cap and SMID Value PMs, Andy Baumbusch and Colin Dunn discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.

risk premiums
risk premiums
Equity Risk Premium & New Market Leaders

Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.

Risk Factors
Risk Factors
Utilizing Risk Factors in Active Management

In this episode, we detail the importance of Barra Risk Factors in active management and how these metrics can provide a clearer picture of how managers are actually investing and the portfolio tilts they could be having.

Formula 1
Formula 1
Pole Position: Why Formula 1 Looks Attractive

In our latest QPD Podcast episode, we examine the growth of Formula 1, the popularity of their Drive to Survive docu-series, and how the stock fits our QPD process.

QPD Podcast - 2022 Risks & Positioning (part 2)

In part two of our interview with Brian Barish, he discusses the potential risks that China and Omicron pose. He also talks about portfolio positioning and three names that meet the QPD criteria.

QPD Podcast - 2022 Outlook (part 1)

Cambiar President Brian Barish joins the QPD Podcast for the first episode of 2022. In part one, Brian reflects back on 2021 and provides an outlook for the coming year.

QPD Podcast - Tech Through the Lens of a Value Investor

Investment Principal Joe Chin sits down to discuss the pandemic effects on technology, disruptions he sees in the near future, the importance of intangible assets, and how value investors should evaluate the tech space.

The Big Interview - Staying Disciplined, China, and What 2022 Could Hold

Cambiar President recently joined the Chuck Jaffe Show to discuss current market conditions, China, and his 2022 outlook.

QPD Podcast - Defining Quality in Smaller Cap Stocks

In the inaugural episode of the QPD podcast, co-Portfolio Managers Andy Baumbusch and Colin Dunn sit down to discuss the creation of QPD and how it applies in their strategies.

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