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Podcast: Money Life with Chuck Jaffe
Episode: Cambiar's Barish: Rising cost of capital will help value stocks
Description: Brian Barish, president and chief investment officer for Cambiar Investors, says that rising interest rates have increased the cost of capital for businesses, which is shifting which industries and businesses can thrive. The increased cost of capital is changing market conditions to where value and growth investing are now on a more equal footing, and should be more balanced moving forward. Leo Leydon, president of Financial Focus Advisory Services, says the economy has had its recession in the form of two negative GDP quarters last year, and that people expecting a bear market have been wrong; while he expects a...