QPD Podcast

by Cambiar Investors

Investing in today's market environment requires asset managers to have foundational principles. At Cambiar Investors, their three pillars are Quality | Price | Discipline (QPD). In this podcast, host Kyle Helton dives deep into what QPD means and how the philosophy is applied across a variety of investments. Disclosure: Certain information contained in this podcast series constitutes “forward-looking statements”, which are ...   ...  Read more

Podcast episodes

  • Season 2

  • All Things Financial

    All Things Financial

    Cambiar Investment Principal Ania Aldrich joins the program to discuss all things financials. Topics range from the state of regional and large banks post second-quarter earnings, impact from rating downgrades, inflation targets, rising credit card debt, and the insurance sector.

  • Fading The Hype - AI Craze, Banks, & Physical Economy Opportunities

    Fading The Hype - AI Craze, Banks, & Physical Economy Opportunities

    Cambiar President Brian Barish is back to provide his mid-year 2023 stock market review. He details the recent AI craze and whether or not we are in a hype cycle. He sheds some light on the similarities between JP Morgan and Chevron and why slow and steady is winning the race in some industries and where investors should look for opportunities in the latter half of 2023.

  • Roundtable Regroup - Banks, Casinos, and Comedians

    Roundtable Regroup - Banks, Casinos, and Comedians

    After a month full of RIA and Institutional conferences and meetings, we sit down and reflect on some of the most pressing topics - from regional banks to casinos to comedians.

  • The Heat Is On - Can Europe Avoid an Energy Crisis?

    The Heat Is On - Can Europe Avoid an Energy Crisis?

    Europe so far has been able to manage through the energy crisis brought on by the Ukraine War. However, to jump-start their economy, they may need to increase their purchases of higher-priced global LNG. We examine the economic landscape.

  • K.I.S.S. - Keeping it Simple in Smaller Caps

    K.I.S.S. - Keeping it Simple in Smaller Caps

    Cambiar PMs Andy Baumbusch and Colin Dunn join the show to detail what they think could be in store for small cap equities in 2023.With heightened uncertainty, their consistent game plan of keeping it simple could continue to pay dividends for investors.To learn more about the strategies and performance, please click below:Cambiar SMID ValueCambiar Small Cap Value