#238: Goldman Sachs – How do investment themes reveal opportunities to investors?
Word on the Street
00:00
Challenges in Replicating Microchip Manufacturing, Market Price Indifference, and Benchmarking Investment Performance
This chapter explores the challenges of replicating manufacturing conditions for microchips in the US and highlights the importance of solving the dependency risk associated with supply from Taiwan. It also touches on market prices not considering strategic security or environmental factors, and concludes with a discussion on benchmarking investment performance and challenges in allocating capital to long-term thematic investments.
Transcript
Play full episode
