Ep 113: Sarah Ketterer: Why Cyclicals Have More Room To Run
b'Causeway Capital Management CEO Sarah Ketterer joins the podcast this week to discuss macroeconomic factors impacting 2021 market conditions and why she thinks cyclical stocks still have a lot of room to run. Plus, she debunks a few value investing myths. We also look at three stocks on Ketterer\\u2019s radar: Sabre (SABR), Fiserv (FISV) and Airbus (EADSY). For the video version, show notes and charts, visit\\xa0investors.com/podcast.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'