
Value investing insights directly from senior investment personnel at Pzena Investment Management.
| Publishes | Monthly | Episodes | 50 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessArts | |||

Co-CIO John Goetz and Head of ESG Rachel Segal join host Andy Williams to discuss how climate policy shapes long-term investment outcomes. Drawing from our 1Q25 stewardship thought piece, they walk through real-world examples from steel, energy, and ... more
Today's episode features Portfolio Manager Dan Babkes joined by moderator Andy Williams, a Director of Client and Portfolio Services at the firm. Together, they discuss the ongoing oil price shock, the scale of AI capital investment and its historica... more
In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year.
Thanks to:
Rich Pzena, Founder, Co-CIO and Portfolio Manager
John Flynn, Portfolio Manager
Takashi Okumura... more
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss our 2026 global outlook, hosted by Director of Business Development and Client Services, Adrian Jackson.
Their discussion covered momentum investing cycles, their impac... more
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Apple Podcasts | #123 |
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Value investing perspectives from senior investment professionals, with in-depth discussions on stock selection, market dynamics, and long-term portfolios. Recent episodes emphasize 2026 value opportunities, AI-driven market behavior, and the appetite for international and small-cap opportunities, alongside company-specific case studies and management commentary. The show is likely especially useful for finance professionals seeking disciplined, fundamentals-driven insights and actionable evaluation frameworks from seasoned practitioners.
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These podcasts share a similar audience with PzenaPerspectives:
1. Yet Another Value Podcast
2. Value Investing with Legends
3. Investing by the Books
4. Merryn Talks Money
5. Macro Voices
PzenaPerspectives launched 6 years ago and published 50 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on PzenaPerspectives include:
1. Rachel Segal
2. John Goetz
3. Dan Babkes
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