Capital Allocators – Inside the Institutional Investment Industry cover image

Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Harnessing Disruptive Technology and Changing Consumer Behavior

This chapter explores how disruptive technologies are reshaping consumer behavior and investment strategies, with a focus on examples like Opendoor and the ride-sharing industry. The speakers share insights on building trust in expert partnerships and evaluating promising companies like Zoom and Peloton.

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