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#316 Brad Slingerlend- Co-Founder of NZS Capital on Making Decisions in a Complex World
What Got You There with Sean DeLaney
Is There a Single, Safe, Broad Prediction?
In most of the future worlds, if something can benefit from effectively becoming digital, it will probably beome digital. And so then there's some and then you go, ok, we who who creates that? Who are the sambikin doctor companies? The company that enable that is a safe broad prediction. But contrast that with a narrow prediction, which is like, well, a, a. Let's take tesla for example. They had to create a new drive train, the battery technology, you know, everything that went into it. It was a series of narrow predictions. We would never want to take something like that and put it at the top of the portfolio.
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