

QPD Highlights - Escape the Strategist Trap
QPD Podcast by Cambiar Investors
S2 · E6
Oct 20, 2023
09:02
Episode notes
In our first episode of QPD Highlights ( bite-sized insights on key investment topics), Cambiar President Brian Barish details why you should avoid the noise of strategists in today's market environment. How wars in the Middle East and Ukraine are reasons to demand a margin of safety in your investments, and why "higher for longer" in terms of interest rates might be misleading.
Keywords
middle east
israel
palestine
ukraine
war