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The Alger Podcast
Investing in Growth & ChangeEpisodes
The Alger Podcast
Investing in Growth & Change
A Business podcast
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Episodes of Investing in Growth & Change
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"AI represents a massive TAM. If you can replace or significantly enhance the productivity of labor, a $30-40 trillion market, that is a massive TAM. And even a fraction of that market is still a significant TAM." Portfolio Manager Patrick Kell
"We think Wingstop is a category leader with a strong moat. That combination of strong same-store growth, durable unit growth and asset-light franchise model really exemplifies what we look for in Small Cap Focus." Alger Small Cap Focus Portfol
"Forty percent of the U.S. population are technically obese and over ten percent are severely obese. So, we think a lot of the excitement is that, wow, we could apply these therapies to tens of millions of people." Alger Senior Healthcare Analy
"Within the mid cap space, some pretty significant macro headwinds are becoming tailwinds. We believe that this has created significant opportunity in the mid cap space, and possibly the biggest mid cap growth discounts that we've seen in decad
"People forget about the compounding aspect of dividends. But over the past fifty years, approaching 75% of the S&P 500 return is from reinvesting those dividends back into the index and getting that compounding element." Alger Growth & Income
"I remain skeptical because I talk to a lot of companies in the real world, and I think if it’s a normal public company, they don’t really know what to do with generative AI. I think this will come over time, but I think of it as more like thre
"We’re now finding innovation in many other sectors outside of technology, and we're seeing the distribution of innovation extend well beyond the U.S." Alger International Focus Strategy Portfolio Manager Pragna Shere discusses the factors driv
"Profitability and consistency of revenue has been very important to us. We like to play with a top three player. We don’t want to necessarily participate in a languishing asset." Alger Mid Cap Growth Portfolio Manager Brandon Geisler discusses
"There are a lot of non-U.S. companies that are just not as savvy as U.S. companies at telling their story. And that can cause a real gap between what a company is worth and what it's currently valued at." Alger international and emerging marke
"Post-Covid, the digitization of cash and contactless interactions has accelerated. Today's POS systems can collect and track data that helps a clothing store operate their loyalty program, a restaurant track reservations, or a bike shop manage
"We think Generative AI is potentially one of the biggest technology shifts in history. We believe it will create winners and losers across sectors, and become table stakes in many sectors in order to successfully compete." Head of Alger Capita
"We believe there may be more banks that fail in the coming months due to deposit runs and asset/liability mismatches. However, it should be noted we believe this banking crisis is completely different from the Great Financial Crisis of ’08-’09
"Coming through the pandemic, we've suddenly seen the supply chain crunch that hit the transportation industry really ease. And we think that's an area ripe for potential investment." Weatherbie Enduring Growth Portfolio Manager, Josh Bennett,
“We think the case for growth is as strong as ever. And we think this is due to two structural factors.” Investors have been asking some difficult questions about the current state of growth investing. Alger Director of Market Strategy, Brad Ne
"The negative returns associated with growth stocks were in large part driven by a massive valuation compression, the likes of which you or I haven’t seen in our lifetimes." Alger Client Portfolio Manager Kevin Collins discusses the events that
"COVID was an unprecedented downturn. Never before had the entire globe shut down all travel. Fast forward to where we are now, and U.S. air travel is within ten percent of fully recovered from pre-COVID levels." Alger Senior Analyst Andrew Gus
"Coming out of the downturn, we think you're going see technology-driven companies get leaner. And they tend to act faster when they do so. And for the big incumbents it may actually be good for them, because they'll have less people chasing th
"This surge in innovation isn't just concentrated in technology anymore. We’re seeing it in energy, fintech, manufacturing, and in autos." Alger International Portfolio Manager Pragna Shere, CFA, discusses the surprising dominance of European i
"Stepping back from all the macro noise, we see a tremendous amount of innovation and change across the economy that we think will continue to create winners and losers across sectors." Alger Focus Equity Portfolio Manager Patrick Kelly discuss
"When the VIX is higher, which we have seen going back to 2020, ’21, and now recently, we think that’s a fantastic period for long/short equity." Alger Client Portfolio Manager Alan Kirby discusses investors' concerns with the current economy a
"We believe that productivity is driven by innovation, and that innovation is actually speeding up, not steady or slowing down." Alger Director of Market Strategy Brad Neuman, CFA, discusses Alger's new Capital Markets Presentation "Navigating
"Starting to manage a portfolio in a down market is tricky, but I see it from a positive perspective because it's presenting tremendous opportunities." Alger Mid Cap Growth Portfolio Manager Brandon Geisler discusses the kind of companies he lo
"Globally, the energy transition is going to be one of the largest undertakings of this century, and that’s exciting because it creates a vast range of opportunities." Alger Analyst Mark Werner, CFA, takes a look at how some companies are accel
"Businesses in FinTech are now competing with legacy bank infrastructure, and we think they can go out and find consumers and monetize them at a much better rate than many traditional banks ever have." Alger Analyst Christian Yeager takes a dee
"We’re now investing in companies that are recognized as every bit as good as those in developed countries." Alger Emerging Markets Portfolio Manager Greg Jones explains why innovation and rapid digital transformation have enabled emerging mark
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