Bill Nygren

Partner and Portfolio Manager at Harris Oakmark, appearing to outline value-oriented stock picks and discuss concentration and momentum in the S&P 500.

Best podcasts with Bill Nygren

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Nov 21, 2025 • 44min

SOTS 2nd Hour: Volatility Picks, Navigating Big Tech, & The Bitcoin Breakdown 11/21/25

Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, shares insights on the macro outlook and discusses how market de-risking could signal a year-end rally. Tech analyst Brent Thill from Jefferies highlights Google's competitive edge with AI and why it can outperform its peers. Matt Hogan, CIO at Bitwise, analyzes Bitcoin's recent sell-off and argues for institutional demand supporting a potential bottom. Also, Bill Nygren from Harris Oakmark reveals value stock picks that could provide significant returns as the market evolves.

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