The Rules of Investing cover image

Viktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-Series

The Rules of Investing

00:00

Layered Thematic Opportunities: Commodities, Infrastructure, Applications

Viktor explains theme layers—initial commodity demand, then infrastructure buildout, then application winners that change industries.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app