Behind The Markets Podcast: Haim Israel
Behind the Markets Podcast
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Is the Inflation Reduction Act a Thematic Investment?
We're talking with time Israel who is the head of thematic investing at B of a research. We see the inflation reduction act as part of a bigger game here that is feeding to one of our things which is the theme of independence and digital mobilization. And we are fighting over resources if it's natural resource like lithium and nickel that we believe are going to be in structural deficit or 2425, some other rare earth metals,. commodities like water, technologies like semiconductors, everything is in scarcity right now.
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