The Long View

JB Taylor, CEO of Wasatch Global Investors, discusses the undervaluation of small cap stocks and the potential for high growth opportunities. He explores investment strategies in the small-cap space and the dominance of mega-cap stocks. The podcast also delves into the investment approach, market dynamics, international investing, embracing mistakes for growth, the success story of O'Reilly Automotive, and the importance of long-term investing.

This podcast features Sonali Pier from PIMCO discussing advantages of fixed income investments, diversification strategies, navigating complex investment landscape of 2022, global approach to fixed income investing, team dynamics in investment strategy, and closing remarks on investments.

Marc Freedman, founder of CoGenerate, explores age diversity in the workplace, advocating for inclusive structures. He discusses the concept of Encore careers and the benefits of continuing to work later in life. Freedman highlights the importance of combating ageism and staying relevant through continuous learning and collaboration between generations.

Roger Young, thought leadership director at T. Rowe Price, discusses topics such as beneficiary designations, transitioning to retirement portfolios, retirement withdrawal strategies, visualizing retirement, simplifying the retirement planning system, and the synergies between music and retirement planning.

Justin Leverenz, senior portfolio manager for the emerging-markets equity team at Invesco, discusses the attractive aspects of the Mexican equity market, the underperformance of emerging markets, India's potential for growth, emerging themes in biotechnology, and investing in emerging market companies.

Joel Fried and Al Mordecai from Primecap Management discuss their impressive results and shareholder-friendly practices. They share insights on their unique approach to advertising and media, their decision-making process, risk appraisal, and position sizing.

Jody Jonsson, 33-year veteran of Capital Group, vice chair at Capital Group and portfolio manager on American Funds New Perspective, discusses active and passive investing, the impact of AI on equity markets, innovation and growth potential in healthcare and industrial sectors, defensive investments, importance of dividends, and active ETFs and their capacity.

Howard Gleckman, an expert on aging and caregiving, discusses the growing need for long-term care and the impact of cognitive decline. The effectiveness and challenges of new Alzheimer's drugs are explored, along with the confusion around long-term care coverage. The devastating impact of COVID-19 on nursing homes and the toll that caregiving takes on families are highlighted. A thought-provoking conversation on a crucial topic.

Portfolio managers and investment specialists discuss shallow risk and deep risk. David Giroux emphasizes the importance of understanding market inefficiencies. The US economy's resilience and adaptability are explored. Investing in Chinese stocks and housing market affordability are discussed. Employer-sponsored retirement plans and managing finances as a risk factor are examined. The episode ends with holiday wishes and an investment disclaimer.

Topics discussed in this Best of the Long View podcast include addressing financial shame, achieving financial independence, the emotional drivers of spending, the impact of higher interest rates on retirement planning, understanding risk premium and asset allocation, determining asset allocation for retirement, and redefining retirement by finding purpose and legacy.