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Talk Your Book: A Bull Market in Tickers
Animal Spirits Podcast
Are You Agnostic on the Direction of the Market?
We wanted to try and be a little innovative in the areas that a lot of your traditional managers or traditionally TF shops wouldn't be in. When I look at something like nanotechnology, we thought that with everything that was going on, unfortunately, with the pandemic, maybe there'd be more interest there. At some point, there's only so many pieces of the pie that you could allocate to. That question, though, remains to be seen what resonates and what doesn't because there's a lot of things that have been more granular in nature in terms of thematics which have raised a lot of money.
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