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Artwork for PzenaPerspectives
Value Investing
Pzena Investment Management
China
Market Dispersion
Momentum Stocks
Tariffs
Humana
Daikin
Artificial Intelligence
Financials
Healthcare
Consumer Staples
Baxter
GDP
Growth Stocks
Market Drawdowns
Investment Strategies
Global Recession
Small Cap Stocks
Credit Investment Strategy

Value investing insights directly from senior investment personnel at Pzena Investment Management.

PublishesMonthlyEpisodes50Founded6 years ago
Number of ListenersCategories
BusinessArts

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Artwork for PzenaPerspectives

Latest Episodes

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

Key Facts

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Recent Guests

Rachel Segal
Head of ESG at Pzena
Pzena Investment Management
Episode: Investing Through Climate Policy: A Long-Term Value Perspective
John Goetz
Co-Chief Investment Officer, Co-Portfolio Manager
Pzena Investment Management
Episode: Investing Through Climate Policy: A Long-Term Value Perspective
Dan Babkes
Portfolio manager at Pzena, co-portfolio manager on the Pzena Global Strategies (as of 2026)
Pzena Investment Management
Episode: AI & Capital Cycles

Reviews

4.8 out of 5 stars from 28 ratings
  • Lucky I found this gem

    ...but i would like to hear more from Rich

    Apple Podcasts
    5
    Btthus
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Great for beginners and pros seeking framework-based insights.
Guests bring deep experience and clear value ideas.
A concise show with practical, investable ideas.
Strong emphasis on long-term fundamentals and disciplined investing.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#123
Belgium/Business

Talking Points

Recent interactions between the hosts and their guests.

Investing Through Climate Policy: A Long-Term Value Perspective
Q: Why write this piece now, and why should investors care about climate policy?
The piece argues that climate policy matters for long-term investment risk and opportunity due to the misalignment of time horizons between policy, corporate actions, and capital cycles; investors must integrate this into fiduciary duty and long-horizon analysis.
Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally
Q: When are small caps going to turn and do what they've historically done, which is outperform large caps?
Evan expressed the wish to accurately predict this but stated it's not possible to time the market; he noted that historically, small caps have outperformed when trading at such valuation levels.
Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally
Q: Evan, what was the transition like stepping into Rich Pzena's shoes?
Evan stated it was exciting but came with a clear process in their team, which made the transition smoother despite the historical significance of his predecessor.
2026 Global Outlook for Value
Q: Is it possible that it is a new concept of value?
No, while the market is driven by current sentiments, focusing on long-term fundamentals remains crucial for value investing and discerning long-term potential against temporary issues.
2026 Global Outlook for Value
Q: What matters most for value investors now?
The current environment emphasizes the importance of dispersion, which presents investment opportunities for undervalued stocks after periods of momentum.

Audience Metrics

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Gender Skew
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Frequently Asked Questions About PzenaPerspectives

What is PzenaPerspectives about and what kind of topics does it cover?

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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Which podcasts are similar to PzenaPerspectives?

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

How many episodes of PzenaPerspectives are there?

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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What guests have appeared on PzenaPerspectives?

Recent guests on PzenaPerspectives include:

1. Rachel Segal
2. John Goetz
3. Dan Babkes

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