Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
Is Consumer Preference Changing?
I would say I spend all my time on buckets two and three. Where is their disruptive change and where does the macro play out thematically in the equity market? We are seeing a significant preference change for consumers in terms of how they spend their money, you know, what they up weight. So there's an opportunity to invest across the consumer in a more nuanced way based on each region,. Not just based on policy, but also based on society.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
