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Talk Your Book: The Rise of Thematic Investing
Animal Spirits Podcast
What Are the Biggest Themes for the New Year?
Pawel: Infrastructure is a satellite holding alongside their meat and potatoes or vegetables, or whatever you want to call it. He says investors are using it responsibly in terms of position sizing. Bald: Can't train you economy allows you to bet on areas of exponential innovation without narrowing to a particular theme. Anything with the multi-year tailwinds would be good for this year.
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