QPD Podcast

In this episode of the QPD Podcast, Dr. Raymond Blum, a board-certified expert in internal medicine and infectious diseases, discusses the impact of respiratory syncytial virus (RSV).

We explore the revolutionary new vaccines, their development, effectiveness, and impact on public health.

We unveil the intricacies of the small and midcap stocks landscape in the first episode of season three.

Amidst a market teeming with opportunities and risks, we delve into why active management becomes not just a strategy but a necessity in navigating the volatile terrain of lower capitalization stocks.

In this episode, we shift our spotlight onto the Aggressive Value ETF (ticker CAMX). While aggressive growth products abound, the realm of aggressive value is a road less traveled.

Join us as we uncover the secrets that make this strategy truly distinctive, and discover a handful of fresh opportunities recently added to the portfolio by Portfolio Manager, Brian Barish.

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.

Cambiar Investment Principal Ania Aldrich joins the program to discuss all things financials. Topics range from the state of regional and large banks post second-quarter earnings, impact from rating downgrades, inflation targets, rising credit card debt, and the insurance sector.

Cambiar President Brian Barish is back to provide his mid-year 2023 stock market review. He details the recent AI craze and whether or not we are in a hype cycle. He sheds some light on the similarities between JP Morgan and Chevron and why slow and steady is winning the race in some industries and where investors should look for opportunities in the latter half of 2023.

After a month full of RIA and Institutional conferences and meetings, we sit down and reflect on some of the most pressing topics - from regional banks to casinos to comedians.

Europe so far has been able to manage through the energy crisis brought on by the Ukraine War. However, to jump-start their economy, they may need to increase their purchases of higher-priced global LNG. We examine the economic landscape.

Cambiar PMs Andy Baumbusch and Colin Dunn join the show to detail what they think could be in store for small cap equities in 2023.

With heightened uncertainty, their consistent game plan of keeping it simple could continue to pay dividends for investors.

To learn more about the strategies and performance, please click below:

Cambiar SMID Value

Cambiar Small Cap Value

Cambiar Small Cap and SMID Value Portfolio Managers, Andy Baumbusch and Colin Dunn join the show to discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.