

How the COVID pandemic may continue to shape society and investments
Apr 10, 2025
Cheryl Frank, an equity portfolio manager at Capital Group known for her expertise in healthcare and technology, joins Mike Gitlin to explore the enduring impacts of the pandemic on society and investments. They discuss the dynamic shifts in commercial real estate, healthcare regulations, and labor markets. Cheryl draws intriguing parallels between investing and dating from her popular research paper, stressing the significance of healthy investment relations. Tune in for insights on navigating crises and recognizing long-term opportunities!
Chapters
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Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Investment Insights: Navigating Healthcare and Tech
01:56 • 21min
A Culinary Competition Memory: The Iron Chef Experience
22:42 • 2min
A Celebration of Insightful Literature
24:38 • 2min
Parenting Insights and Family Activities
26:23 • 3min
The Power of Gratitude in Professional Life
29:22 • 3min