The Value Perspective

The Value Perspective comes from Schroders' value team in London, a group that has been running contrarian global and UK equity strategies for decades and writing thoughtfully about behavioural finance the entire time. The podcast reflects that intellectual heritage. Rather than constant stock pitches, host Juan Torres Rodriguez and his colleagues invite economists, historians, psychologists, fund managers, and authors on for long conversations about how investors actually make decisions, why disciplined frameworks beat instinct, and what the historical record says about expensive markets, cheap markets, and the periods nobody wants to live through. Guests have included Howard Marks, Edward Chancellor, Daniel Crosby, Morgan Housel, and a long list of academics whose work shapes how the team thinks about probability and process. There are also episodes where members of the value team explain how they construct portfolios, screen for opportunity sets, and handle the psychological pressure of being early on a contrarian call. The result is a show that treats value investing as a craft requiring continuous education rather than a fixed formula. Episodes run forty to sixty minutes and arrive weekly, making it one of the more substantial listening commitments on this list, but rewarding for anyone serious about the discipline and willing to spend time on the behavioural side of the practice as much as the analytical side.