In episode 283, we welcome our guest, Brian Barish, the President and Chief Investment Officer at Cambiar Investors, a relative value firm focusing on out-of-favor companies with strong fundamentals.
In today’s episode we’re talking all about value investing. Brian explains his evolution as a value investor with a comparison to the evolution of the NBA. He covers the two tenets he uses, taking an underwriting approach to evaluating a company and assessing the capital discipline over time. Then we hear about a couple of names in his portfolio and what he expects the recovery to look like in 2021.
As we wind down, we take a look around the globe to hear where he sees value and hear what he thinks about the possibility of negative interest rates.
Please enjoy this episode with Cambiar Investor's Brian Barish.
In this special episode, our returning guest is Gary Zimmerman, founder of MaxMyInterest, a cash management platform that helps you maximize the return on your cash. Given the recent …
Today we’re joined AcreTrader’s Carter Malloy, who’s back for his third appearance on the show, and Mark Foley, who joined AcreTrader a little over …
Today’s returning guest is Jason Calacanis, famed Angel investor and podcast host of the All-In Podcast and This Week in Startups.
In today’s episode, Jason shares why he’s more …
In today’s episode, Meb Faber, Cambria Chief Investment Officer, reads a profile of Cambria's shareholder yield ETFs:
Today’s guest is Kate Moore, BlackRock’s Head of Thematic Strategy and a member of BlackRock’s Global Allocation investment team.
In today’s episode, Kate shares her framework for looking …
Today’s guests are Leigh Drogen, CIO of Starkiller Capital, which applies quantitative strategies to the blockchain based digital asset space, and Corey Hoffstein, co-founder of and CIO at …
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