What podcasts say about Colin McQueen

Every statement, with the speaker, the exact quote and the moment it was said.

What Colin McQueen has said on podcasts

30 statements · 17 positive · 1 negative · 12 neutral

on Value investingPositiveOct 17, 2026· Excess Returns
Value investing performed well during the first half of McQueen’s career.
“value investing works”
Listen at 2:34
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on International-market AI supply-chain stocksNeutralOct 17, 2026· Excess Returns
About 14–15% of international-market stocks connect to the AI supply chain.
“there's probably about... 14-15% of the stocks in the international market that are kind of connected into the AI supply chain”
Listen at 18:36
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Samsung ElectronicsNeutralOct 17, 2026· Excess Returns
Samsung Electronics traded at approximately one times book value 18 months earlier.
“We've had a very big holding in Samsung Electronics, which it's hard to believe 18 months ago, Samsung Electronics was sitting at one times book value”
Listen at 19:06
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Samsung ElectronicsPositiveOct 17, 2026· Excess Returns
Samsung Electronics trades at just under three times book value currently.
“What is it now? Today it would be just under three.”
Listen at 19:18
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Samsung ElectronicsPositiveOct 17, 2026· Excess Returns
Samsung Electronics’ price-to-book ratio may fall to about 1.2 within several years.
“if you believe the forecast, it comes down to about 1.2 in the next couple of years”
Listen at 19:26
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on International AI-supply-chain stocksPositiveOct 17, 2026· Excess Returns
Some international AI-supply-chain stocks have performed extremely well.
“some of the international stocks that supply into the AI chain have done extremely well”
Listen at 19:36
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on AI growthNeutralOct 17, 2026· Excess Returns
AI growth is more capital-intensive than dot-com-era growth.
“AI growth is, I guess, by its nature, more capital intensive.”
Listen at 22:07
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Artificial IntelligencePositiveOct 17, 2026· Excess Returns
AI works well with large amounts of data.
“AI works well with lots of data.”
Listen at 22:31
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Company intrinsic valueNeutralOct 17, 2026· Excess Returns
McQueen’s team tracks companies’ intrinsic value using free-cash-flow returns.
“we kind of like to track, we term the intrinsic value of a company”
Listen at 23:49
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Company intrinsic valuePositiveOct 17, 2026· Excess Returns
Intrinsic value corresponds to a 6% long-term real free-cash-flow return.
“what's the level at which. The free cash flow of this company gives us sort of a 6% real return over time”
Listen at 23:58
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on McQueen’s portfolioNeutralOct 17, 2026· Excess Returns
The portfolio is approximately two-thirds tangible and one-third intangible businesses.
“the portfolio sits about two thirds tangibles, one third intangibles”
Listen at 25:51
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on McQueen’s stock purchasesNeutralOct 17, 2026· Excess Returns
Approximately 60% of purchased stocks have a restructuring angle.
“probably about 60% of the stocks we buy have a restructuring angle”
Listen at 26:59
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on AI research toolsPositiveOct 17, 2026· Excess Returns
AI primarily saves McQueen’s research time currently.
“a lot of where I'm finding with AI is... principally probably around a time-saving at the minute”
Listen at 27:54
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on U.S.-international equity valuation gapNeutralOct 17, 2026· Excess Returns
The U.S.-international valuation gap is around its 25th historical percentile.
“we're kind of in about the 25th kind of percentile versus history”
Listen at 30:04
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on International equitiesPositiveOct 17, 2026· Excess Returns
International equities are cheaper than U.S. equities in nine of eleven industries.
“international is cheaper in nine out of 11 industries”
Listen at 30:40
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on International equities including emerging marketsPositiveOct 17, 2026· Excess Returns
Including emerging markets, international equities are cheaper in all eleven industries.
“If we throw it over to include the emerging markets as well, it becomes 11 out of 11.”
Listen at 30:43
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on S&P 500 technology exposureNeutralOct 17, 2026· Excess Returns
S&P 500 investors’ technology exposure rose from about 20% to 40%.
“your exposure to tech as an industry has gone from like 20 to 40%”
Listen at 31:32
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on International portfolioPositiveOct 17, 2026· Excess Returns
An international portfolio alongside the S&P 500 provides more diversification.
“an international portfolio alongside that gives you a bit more diversification”
Listen at 31:45
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on International equitiesPositiveOct 17, 2026· Excess Returns
International equities’ earnings growth rose to approximately 4.5% annually after 2019.
“international has kind of risen to about 4.5% per annum”
Listen at 32:37
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Developed international technology stocksNeutralOct 17, 2026· Excess Returns
Technology stocks comprise about 11% of developed international markets.
“technology stocks, they're about 11% of the market”
Listen at 33:18
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Interest rateNeutralOct 17, 2026· Excess Returns
Long-term interest rates affect which types of stocks perform well.
“interest rates long-term, it has an impact on the type of stocks that work in the market”
Listen at 34:10
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on McQueen’s risk dashboardNeutralOct 17, 2026· Excess Returns
The risk dashboard is primarily driven by valuation ranges and historical spreads.
“it's primarily driven off sort of looking at the market in terms of valuation ranges”
Listen at 35:46
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Greece and France borrowing costsNeutralOct 17, 2026· Excess Returns
Greece’s borrowing costs are lower than France’s.
“Greece pays less than France.”
Listen at 37:49
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Italy, Spain, and GreecePositiveOct 17, 2026· Excess Returns
Italy, Spain, and Greece have better economic outlooks than some European markets.
“we're seeing a bit of a better economic outlook in markets like sort of Italy, Spain. you know, Greece”
Listen at 38:45
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Italian banksPositiveOct 17, 2026· Excess Returns
Italian banks outperformed the Magnificent Seven.
“Italian banks were going to outperform the MAG-7.”
Listen at 39:04
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on HitachiPositiveOct 17, 2026· Excess Returns
Hitachi now grows faster than the economy and earns mid-teens returns and margins.
“we're kind of now to a company that's growing ahead of the economy, making mid-teens return on capital, mid-teens margins”
Listen at 41:24
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Japan portfolio exposureNegativeOct 17, 2026· Excess Returns
McQueen’s portfolio has reduced its Japan exposure to underweight.
“we've been reducing moving underweight now in Japan”
Listen at 41:53
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Korean company boardsPositiveOct 17, 2026· Excess Returns
Korean company boards now have fiduciary responsibility toward shareholders.
“boards of directors now have fiduciary responsibility towards shareholders for the first time”
Listen at 43:38
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on KOSPI indexPositiveOct 17, 2026· Excess Returns
About 70% of the KOSPI index trades below book value.
“70% of the Cosby index is still trading below book value”
Listen at 44:29
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
on Korean companiesPositiveOct 17, 2026· Excess Returns
Some Korean companies trade at 0.6–0.7 times book, earn 15–16% ROE, and trade at five times earnings.
“we find plenty of other companies that are sitting at 0.6, 0.7 a book making. 15, 16% return on equity, five times PE.”
Listen at 44:39
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.