Andrew Lapthorne - Thematic Baskets and Strong Balance Sheets (S4E13)
Flirting with Models
The Impact of Non Fundamental Investors
I'm curious as to how bank research has evolved over the span of your career. Thinking back over the last ten, 15, 20 years, how has the type of research that you've done, or the areas you've focused on, meaningfully changed? I mean, it's gone from, from my perspective, i mean, when i start, we didn't even have emal for a start. It would go tof the printers get printed, and people used to just walk it around manually to our clients. And i remember actually up dating models and sticking them on floppy disks and sticking im in envelopes so they could get walked round to clients.
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