Don O'Neal, a Capital Group Portfolio Manager specializing in growth investing, and Justin Toner, focusing on value investing, dive into the growth versus value debate. They analyze the potential resurgence of value stocks and the need for selective stock picking in today's market. The conversation highlights opportunities in consumer staples and healthcare, while also addressing the role of AI and variable dividends. Both speak on navigating market valuations and the challenges of timing, providing valuable insights for investors seeking balance.