5min chapter

Capital Ideas Investing Podcast cover image

Conversations with Mike Gitlin: Featuring Mark Casey

Capital Ideas Investing Podcast

CHAPTER

Navigating Industry Disruptions Through Diversified Portfolio Management

Exploring the journey of a diverse analyst turned portfolio manager, highlighting the unexpected impacts of technological advancements on sectors like media, internet, and document imaging. The focus is on adapting to industry changes and leveraging technology such as AI and robotics to stay ahead in a constantly evolving landscape.

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