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Talk Your Book: The Rise of Thematic Investing
Animal Spirits Podcast
Is It Easier to Pick Stocks or Stock Pickers?
Technology is just a much larger piece of the stock market. Even if it's an old school industry, it's probably going to be technology that makes it more efficient and improves it. It does make sense to me that thematics are going to be the new active. For some people, putting 5% or 10% of your portfolio into this thematic thing will either be a grand slam or you'll tinker out.
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