
108: 2023 Outlook: A New Investment Playbook
The Bid
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What Is in the New Playbook?
Oscar: I can't help but as I listen to both of you all go back to using the term inflection point, which is what 2022 really feels like. You talked about geopolitical coordination, becoming geopolitical fragmentation. How that also had a step change higher. So way, I'm looking back at the last time we spoke and you mentioned that the old playbook can't be relied upon anymore. Therefore, we need a new playbook. And are there any new opportunities in this new regime to consider? Oscar: What a wonderful question to wrap everything up! Thanks for being on the bid with us.
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