QPD Highlights - Escape the Strategist Trap

QPD Podcast by Cambiar Investors

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 eastisraelpalestineukrainewar