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.

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