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