Animal Spirits Podcast cover image

Price Drives Narrative (EP.271)

Animal Spirits Podcast

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Are You Adding to Thematics?

i think the reason that so many people are adding to thematics is because they believe inthis, the stories that they're telling. And i think that's a really good selling point for these things. One other nugget in here is that this implies that people are doing this responsibly with a small portion of their assets. That could be it. Because if it was asin r portfolio or hat every right, if it was too big a portion of their portfolio, there's no way that they would keep averaging down make sense.

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