John Mowrey
Chief Investment Officer, portfolio manager, and equity strategist at NFJ Investment Group, leading a multi-billion dollar value equity platform and known for focusing on value-oriented investing and portfolio construction.
Top 5 podcasts with John Mowrey
Ranked by the Snipd community
202 snips
Apr 2, 2026 • 36min
Why So Bullish? Markets Cling to Iran Hopes
Alex Heath, a Silicon Valley tech journalist and newsletter writer, joins John Mowrey, NFJ’s CIO and market strategist, for a fast-moving chat on why stocks are rallying on Iran de-escalation hopes. They also dig into tech’s shaky pricing, AI-fueled market confusion, OpenAI’s record funding round, volatile AI IPO prospects, and Trump’s stalled ballroom saga.
104 snips
Feb 6, 2026 • 1h 25min
Momentum Stock Slaughterhouse
John Mowrey, CIO and portfolio manager at NFJ Investment Group known for leading a value-focused, multi-billion dollar equity platform. He discusses the free fall in software stocks and unusual market dispersion. Conversations cover how value investing has changed, momentum unwind and rotation into cyclicals, and why banks, energy and materials may offer durable opportunities.
18 snips
Aug 28, 2025 • 36min
Stocks Look Forward Past Nvidia
Anastasia Amoroso, Chief Investment Strategist at Partners Group, discusses the resilience of private markets and the evolving landscape of AI investments. John Mowrey, CIO at NFJ, shares valuable insights on navigating inflation and exploring opportunities beyond big tech. They emphasize the importance of upcoming Federal Reserve decisions and labor market trends, while highlighting potential growth in diverse sectors like healthcare and regional banks. The conversation promises a blend of expertise for investors looking to adapt to a shifting economic environment.
7 snips
Jan 13, 2025 • 28min
Los Angeles Fires Rage as High Winds Set to Return This Week
Mark Gurman, Bloomberg's Chief Technology Correspondent, dives into Apple's upcoming iPhone plans and how the LA wildfires are impacting technology innovation. John Mowrey, CIO at NFJ Investment Group, shares insights on navigating market volatility, specifically focusing on investment strategies amidst recent economic shifts. The conversation also touches on the broader implications of the wildfires, linking natural disasters to technological advancements and the urgent need for effective investment in tumultuous times.
Dec 22, 2023 • 1h 2min
Bristol’s $14 Billion Karuna Deal Highlights Race for New Drugs
Bristol Myers' $14 billion acquisition of Karuna Therapeutics in the race for new drugs. Finding value in the markets explained by CIO at NFJ Investment Group. Priceline CEO talks about a busy holiday travel season. Year in crypto and outlook for 2024. Silicon Valley's quest to live forever. Insights on stock market, investment strategies, and video industry. Travel industry updates and currency market analysis.
