QPD Podcast – 2022 Risks & Positioning (part 2)

Tag: podcast

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.

Brian Barish Interview - Meb Faber Show

In The Digital Age, We’re De-Physicalizing Things. Cambiar President Brian Barish joins the Meb Faber show to discuss.

Money Life Interview - Munish Malhotra

Cambiar Investment Principal Munish Malhotra joined Chuck Jaffe on his show Money Life to discuss his latest blog Cheap Isn't Value and what it takes to be a value investor today.