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Atalak

52 atal

1. The Index Is Now a Single Theme duela 2 aste 28:23
2. Re-Rating, De-Rating, and What Really Matters: 2026 Mid-Year Global Outlook for Value Webinar duela 4 hilabete 55:25
3. Investing Through Climate Policy: A Long-Term Value Perspective duela 5 hilabete 31:44
4. AI & Capital Cycles duela 7 hilabete 52:50
5. The Value Stocks to Watch - 2026 duela 9 hilabete 53:28
6. 2026 Global Outlook for Value duela 10 hilabete 53:28
7. 30 Years at Pzena: Lessons from the Past, Vision for the Future duela 1 urte 39:56
8. Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally duela 1 urte 24:54
9. From Controversy to Conviction: Pzena’s Approach to International Small Caps duela 1 urte 22:06
10. 2025 Mid-Year Global Outlook for Value Webinar duela 1 urte 47:52
11. Tariffs and Turbulence duela 2 urte 26:59
12. The Value Stocks to Watch - 2025 duela 2 urte 34:06
13. 2025 Global Outlook for Value duela 2 urte 56:51
14. Exploring the Impact of AI on Global Equity Markets duela 2 urte 12:27
15. Value Investing During Drawdowns duela 2 urte 16:50
16. Why Invest Outside the US duela 2 urte 17:18
17. The Power of Patience: Unlocking Value Investing's Long-Term Rewards duela 2 urte 45:56
18. Building on Value: A New Opportunity in Credit duela 2 urte 25:13
19. The Case for China: Investing Beyond the Headlines duela 3 urte 29:03
20. Pzena's Best Ideas 2024 duela 3 urte 20:00
21. 2024 Global Outlook for Value duela 3 urte 55:59
22. Finding Value in China duela 3 urte 31:11
23. Active Value Advantage duela 3 urte 19:04
24. 2023 Mid Year Outlook for Value duela 3 urte 47:36
25. The Big Opportunity in Small Stocks duela 3 urte 19:24
26. Banks, Volatility, and Value duela 4 urte 20:39
27. ESG Opportunity List duela 4 urte 24:27
28. 2023 Outlook for Value Webinar duela 4 urte 46:02
29. Succession is a Process, Not an Event duela 4 urte 27:32
30. The Value Opportunity in Europe: As Cheap As It Gets? duela 4 urte 34:37
31. Value Opportunities in an Uncertain World duela 4 urte 35:46
32. A Look Into A Management Meeting with Lear Corp duela 4 urte 36:16
33. Value Investing: The Recovery of Hope duela 4 urte 31:13
34. Interview with REV Group Inc. CEO, Rod Rushing duela 5 urte 48:26
35. Highlighted Holding Podcast - Ambev duela 5 urte 19:24
36. Highlighted Holding - Fresenius Medical Care duela 5 urte 28:38
37. The Utility of ESG Scores in the Investment Process duela 5 urte 22:48
38. Highlighted Holding - Michelin duela 6 urte 23:16
39. Energy Investments in a Zero-Carbon World duela 6 urte 34:08
40. Value Investing Masterclass: Joel Greenblatt and Rich Pzena duela 6 urte 59:19
41. 2021 Outlook for Value duela 6 urte 47:09
42. The Beginning of the Great Rotation to Value? duela 6 urte 34:24
43. Giving Credit: Emerging Markets Banks duela 6 urte 30:43
44. Staying the Course, or Why Being a Disciplined Value Investor is so Hard! duela 6 urte 20:25
45. Value: If Not Now, When? duela 6 urte 29:09
46. Rare Opportunity in Small Cap Stocks duela 6 urte 34:01
47. Questioning Conventional Wisdom on Risk and Return duela 6 urte 17:10
48. Global Banks: Resilience in the Face of Crisis duela 6 urte 37:36
49. The Staying Power of Global Businesses in an Environment of Extreme Uncertainty duela 7 urte 38:17
50. The Next Great Depression or the Next Value Opportunity? duela 7 urte 33:50