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Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Thematic Investing
This chapter explores thematic investing by discussing strategic decisions on fund versus direct investments, exemplified by a seed investment in 3D printing and interest in iBuying. It emphasizes the importance of diversification, relationships, and current industry trends in making informed investment choices.
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Listen to the best highlights from the podcasts you love and dive into the full episode