Talking heads – Maintaining course through volatility in disruptive technology
Talking Heads
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The Talking Heads Podcast - Part 2
Pam heggarty, daniel morris and b m p parabat asset management joined us for this week's episode of talking heads. We started off with a list of the risks that we all face, abeit geo politics, recession, rising rates and so on. Despite these challenges, none of us think that any of that is going to go away. And our last point was your out of consensus view and a positive view on semi conductors.
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