))
Value Investing With Christopher Pavese
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on October 01, 2024 20:10 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 376811283 series 3467028
Our guest is Chris Pavese, a Wall Street veteran and current President and Chief Investment Officer at Broyhill Asset Management. In this episode, we dive deep into the world of value investing. We discuss whether the tech sector still holds value amidst the AI frenzy and how market dynamics have shifted since the late '90s. We address top-down vs. bottom-up strategies, navigating drawdowns in today's market, and uncovering investment opportunities beyond tech, including a unique take on the online music industry's valuation. Plus, we explore the impact of the ESG craze on stock markets, the fascinating story of tobacco stocks, and the energy industry's current landscape.
Don't miss our conversation and insight about catalyst-driven value in a market that has gotten bananas for growth.
RECORDED AUGUST 25, 2023
23 episodes
Share
