Market Insights: 2024-25 Review & Outlook
QPD Podcast by Cambiar Investors
S4 · E1
Jan 8, 2025
25:15
Episode notes
Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation and mega-cap tech.
Looking ahead, he details potential risks, the investment thesis for Airbnb, and what other areas of the market Cambiar is seeing opportunities.
Keywords
quality
investing
equity
risk factors
momentum
equity risk premium
monetary policy
interest rates
energy
ukraine war
consumer discretionary
value investing
artificial intelligence
fed
inflation
healthcare
2025