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business
Hosted by Alger · business · EN · 17 episodes
The Alger Podcast features Alger Investment Professionals and Industry Experts, giving timely market and sector updates. For more information, visit: www.alger.com
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Signup to Generate a PitchInvesting in Growth & Change is a business podcast hosted by Alger, with 17 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Alger hosts Investing in Growth & Change, a business show with 17 episodes published.
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Investing in Growth & Change
Investors looking beyond mega-cap AI winners, might now be considering underappreciated opportunities. And one such area that we’re looking at today is mid caps.
Investing in Growth & Change
Much of the current conversation around AI has focused on U.S. companies — where the best investments may lie and what risks could derail the story. But what about opportunities outside the U.S.?
Investing in Growth & Change
In this conversation, Redwood portfolio managers Alexi Makkas and Don Smith break down how governance reforms, capital return frameworks, and evolving policy environments are shaping international markets, and how these changes may be creating new investment opportunities outside the U.S.
Investing in Growth & Change
"We think these disruptive businesses with disruptive leaders are coming in with a low-cost structure and using AI technologies to take share and grow healthy businesses. And we're seeing a lot of these are in the mid-cap space." Mid Cap Growth Portfolio Manager Brandon Geisler discusses the newfound attention that mid cap companies are now having in the AI conversation.
Investing in Growth & Change
"During moments of volatility there is often a strong psychological impulse to 'do something', but reactive trades in the early days of a geopolitical crisis have historically been a source of regret, not alpha." Portfolio Manager Ezra Samet shares his views on the recent U.S. conflict in Iran.
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