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Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Thematic Investments
This chapter explores the art of identifying investment opportunities through thematic investing, centered on the housing bubble of 2006. It highlights the speaker's journey from frustration to insight, illustrating a strategic approach to capitalizing on market trends and mitigating risks during financial downturns.
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Listen to the best highlights from the podcasts you love and dive into the full episode