Return to Video Archive
The Easy Money Era – Who Was Hurt
The long period of low interest rates punished companies who were succeeding by traditional measures
Share Return to Video ArchiveMore videos from Davis SMA
Is the Long Term Bull Market Still Intact?
![Is the Long Term Bull Market Still Intact?](/davissma/images/vid031522/bull-intact.jpg)
Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market
Watch NowFinancials: Underappreciated and Undervalued
![Financials: Underappreciated and Undervalued](/davissma/images/s7_chart.jpg)
Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
Watch Now