David Harrow
Co-CIO of International Equities at Oakmark (referred in transcript as Oakmark's David Harrow), interviewed about international investing and currency impacts on foreign equities.
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Jan 27, 2026 • 44min
GM Drives Higher… And Opportunities Overseas As The Dollar Falls 1/27/26
David Harrow, Co-CIO of International Equities at Oakmark, offers views on dollar weakness and overseas valuation gaps. Katie Stockton, founder of Fairlead Strategies, provides chart-based technical signals and levels. They discuss GM’s earnings surge, buyback and dividend moves. They also explore which foreign markets and sectors could benefit from a falling dollar.
Jan 15, 2025 • 44min
SOTS 2nd Hour: CPI Wrap-Up, Bank Earnings Breakdown, & the Road Ahead for LA Real Estate 1/15/25
David Harrow, a Partner and CIO at Harris Associates, shares his expertise on international equities. He discusses the positive CPI report and its implications for the Federal Reserve's future rate decisions. The conversation shifts to recent bank earnings, focusing on key players like J.P. Morgan and Goldman Sachs. Harrow highlights the investment potential in European markets, particularly attractive price-to-earnings ratios and economic policies. Finally, they delve into the impact of California wildfires on local real estate and rental markets.
