Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
Thematic Investing
Getting used to more price pressure, particularly when it comes to wages and particularly driven by what we think is going to be persistent tightness in the labor market. How are they controlling their labor costs? What are they doing to invest in efficiencies to reduce their total cost of an employee? Yeah. Well, if ski town in the US inflation is any guy, lift tickets, and more importantly, cost of ski instructors, I have a five year old. This is very near and dear to my heart. It's pricey. Japan was cheaper. But that's part of it may just be the yen being at generational lows. All right. So let's dig into some of your themes.
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