PzenaPerspectives
Hosted by Andy Williams · Pzena Investment Management
4.9from 27 ratings
- 52
- Episodes
- 3
- Transcribed
- 27
- Ratings
- Monthly
- Cadence
- 2020
- First episode
- 31K
- YouTube views
About PzenaPerspectives
Value investing insights directly from senior investment personnel at Pzena Investment Management.
- Publisher
- Pzena Investment Management
- Category
- arts · business
- Language
- en
- Explicit
- No
- First episode
- 21 Jan 2020
- Latest episode
- 28 Oct 2026
Latest episodes
3 of 52 episodes have a transcript.
28 Oct 2026TRANSCRIPT
The Index Is Now a Single Theme
23 Jul 2026TRANSCRIPT
Re-Rating, De-Rating, and What Really Matters: 2026 Mid-Year Global Outlook for Value Webinar
2 Jun 2026TRANSCRIPT
Investing Through Climate Policy: A Long-Term Value Perspective
Inside a recent episode
The Index Is Now a Single Theme
Published 28 Oct 2026 · Transcript excerpt
[…] Maybe when the shine goes away a little bit, they trip up a bit and they fall into our universe. So we might get to own NVIDIA someday? Never say never. Never say never. We'll see. So something that stood out to me in this course's newsletter is this concept of effective N. Now this is a measure of diversification that asks how many stocks an index or a portfolio actually behaves like. It requires a little bit of explanation, but I think once we get there it's certainly worth it. So the higher the effective N, the more diversification you have. And so really in a portfolio you want your effective N and the total number of stocks to be broadly similar. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on PzenaPerspectives
Names identified in recent episode analyses. Showing up to five guests.
- John Flynn
- Rich Pzena
- Akhil Subramanian
- John Goetz
- Rachel Segal
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 30,595
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.9 / 5
- 22 ratings
- Spotify
- 5.0 / 5
- 5 ratings
Podcast Authority Score: 61 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 58
- Social presence
- 0
- YouTube
- 76
- Engagement
- 82
Contact PzenaPerspectives
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about PzenaPerspectives
Who hosts PzenaPerspectives?
Andy Williams host the show. Published by Pzena Investment Management.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does PzenaPerspectives take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
3 of 52 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of PzenaPerspectives?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show
Podcast research with Pod Engine