Surprising Momentum: Insights from an Active Summer in the Stock Market

QPD Podcast by Cambiar Investors

Episode notes

In this episode, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.

Keywords
marketstechnologychinainterest ratesvalue investingfederal reserveartificial intelligencestock marketfedcamxaggressive valueinternational stockselectionsgold