Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
CFO Surveys - Should I Be Paying Attention to That?
CFO surveys are something I'll pay attention to. Investor positioning surveys, a number of the sell side firms as you know, do this but they can be aspirational. And then there's a lot of other data that we like to look at too: fund flows and institutional and retail fund flows across a variety of index instruments.
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