Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
Is There Anything That's Underbrained?
I think we see a big rip in the defense and aerospace stocks because people think it'll be a huge increase in spend, of course. I do want to hold to that maybe things end up being better than many people had expected at the beginning of this year. This is not a year to not take risk, but I think you need to be more tactical. You need to play on the dispersion, both within an industry, across industries and across different regions.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
