Single Best Idea with Tom Keene: Aoifinn Devitt & Katy Kaminski

Aoifinn Devitt, an expert in investment strategies, teams up with Katy Kaminski, a specialist in quantitative research, to discuss pivotal market dynamics. They dive into the explosive growth of direct lending and its contrasting trends between Europe and the U.S., especially amid inflation concerns. The duo also highlights advancements in e-commerce shipping, particularly through ShipStation, and shares insights on gold's performance as it relates to economic shifts. Tune in for a rich blend of market analysis and innovative investment ideas!