Offline dengan aplikasi Player FM !
Ariel's Bobrinskoy: Expect inflation to hurt growth stocks
Manage episode 297367920 series 30363
Charlie Bobrinskoy, vice chairman of Ariel Investments and a noted value manager, says that he expects inflation to be more than 'transitory,' and that if prices start to rise, it could spell some trouble for growth stocks. Meanwhile, even with the markets around record-high levels, he believes there are still plenty of reasonably priced companies that should help value investors continue their recent comeback. Also on the show, Zachary Karabell of RiverTwice Capital discusses his latest book on the reclusive Brown Brothers Harriman and why it has been an American powerbroker, Alia Dudum of Lending Club talks about the firm's latest Reality Check Paycheck-to-Paycheck research, which shows that Americans are struggling to stay ahead of their bills, and Chuck talks about his latest adventures in consolidating his personal accounts.
1847 episode
Manage episode 297367920 series 30363
Charlie Bobrinskoy, vice chairman of Ariel Investments and a noted value manager, says that he expects inflation to be more than 'transitory,' and that if prices start to rise, it could spell some trouble for growth stocks. Meanwhile, even with the markets around record-high levels, he believes there are still plenty of reasonably priced companies that should help value investors continue their recent comeback. Also on the show, Zachary Karabell of RiverTwice Capital discusses his latest book on the reclusive Brown Brothers Harriman and why it has been an American powerbroker, Alia Dudum of Lending Club talks about the firm's latest Reality Check Paycheck-to-Paycheck research, which shows that Americans are struggling to stay ahead of their bills, and Chuck talks about his latest adventures in consolidating his personal accounts.
1847 episode
Semua episode
×Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.