Season 1 · Episode 113
Ep 113: Sarah Ketterer: Why Cyclicals Have More Room To Run
Plus, a few value investing myths debunked.
May 20, 202139m 55s
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Show Notes
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.
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