Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
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EV Theme - What's the Longest Running Theme?
I would love to say I have 15 different themes on, but the truth of the matter is my personal bandwidth is more like five thick themes and maybe two of those are macro. And then three of those are kind of more micro or specific industry or policy related. So it hasn't been a set it and forget it theme or I just bought five or six names and said, hey, I like this idea over the medium term. It is a actively managed tight group of names. What could be like the longest running theme? Is there something we're like, you know, I'm going to put on a position and it's lasted five, 10 years?"
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