50 min listen
Ep 113: Sarah Ketterer: Why Cyclicals Have More Room To Run
Ep 113: Sarah Ketterer: Why Cyclicals Have More Room To Run
ratings:
Length:
39 minutes
Released:
May 20, 2021
Format:
Podcast episode
Description
Causeway Capital Management CEO Sarah Ketterer joins the podcast this week to discuss macroeconomic factors impacting 2021 market conditions and why she thinks cyclical stocks still have a lot of room to run. Plus, she debunks a few value investing myths. We also look at three stocks on Ketterer’s radar: Sabre (SABR), Fiserv (FISV) and Airbus (EADSY). For the video version, show notes and charts, visit investors.com/podcast.
Released:
May 20, 2021
Format:
Podcast episode
Titles in the series (100)
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