Tag: podcast

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.

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.

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.

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.

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

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.