
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Navigating Macroeconomic Risks in Investment
This chapter examines macroeconomic risks affecting investment strategies, with a focus on climate risk and regulatory challenges. It highlights real-world examples, including the complexities of the Activision-Microsoft merger and the investment journey of Luckin Coffee, while emphasizing the need for a strong corporate culture and responsible growth.
Transcript
Play full episode