For Professional Investors Only
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors.
Topics include:
· Finding value when the equity risk premium is low
· The opportunity in China for value investors
· The impact of the “Magnificent Seven”
Recording Date: January 9, 2024


<ul class="podcast-images">
<li><a href="https://podcasts.apple.com/us/podcast/pzenaperspectives/id1495884960" target="_blank" rel="noopener noreferrer"></a></li>
<li><a href="https://open.spotify.com/show/5ua1jjf1X1VPqyQzSg0iqc" target="_blank" rel="noopener noreferrer"></a></li>
<li><a href="https://podcasts.google.com/feed/aHR0cHM6Ly9wemVuYXBlcnNwZWN0aXZlcy5jYXN0b3MuY29tL2ZlZWQ" target="_blank" rel="noopener noreferrer"></a></li>
</ul>

For Professional Investors Only Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value when the equity risk premium is low · The opportunity in China for value investors · The impact of the “Magnificent Seven” Recording Date: January 9, 2024

For Professional Investors Only
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors.
Topics include:
· Finding value when the equity risk premium is low
· The opportunity in China for value investors
· The impact of the “Magnificent Seven”
Recording Date: January 9, 2024


<ul>
<li><a href="https://podcasts.apple.com/us/podcast/pzenaperspectives/id1495884960" rel="noopener noreferrer"></a></li>
<li><a href="https://open.spotify.com/show/5ua1jjf1X1VPqyQzSg0iqc" rel="noopener noreferrer"></a></li>
<li><a href="https://podcasts.google.com/feed/aHR0cHM6Ly9wemVuYXBlcnNwZWN0aXZlcy5jYXN0b3MuY29tL2ZlZWQ" rel="noopener noreferrer"></a></li>
</ul>
&nbsp;

Share 2024 Global Outlook for Value

Sign up to save your podcasts

2024 Global Outlook for Value

2024 Global Outlook for Value