Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
Valuation and Positioning and Sentiment
I think if you don't have a great sense for growth and policy inflation, it's pretty hard to figure out where the fast fibbers are going to be. So I start there and then I also think about where there are interesting changes in markets. We can talk about some of my thematic views in a moment. And then I spend a lot of time, frankly, a huge amount of time on positioning and sentiment. This is an area that you can really, really lose your shirt on if you're not aware.
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