Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation

1

Introduction

00:00 • 2min

2

What's Your Origin Story?

02:18 • 2min

3

What Do You Love?

04:37 • 2min

4

Macro Equity - What's the Lens From Which You View the Market?

07:00 • 3min

5

Valuation and Positioning and Sentiment

09:38 • 2min

6

What's Going on in the Market?

11:20 • 3min

7

Is There a Disinflationary Environment in 2023?

14:38 • 2min

8

Thematic Investing

17:06 • 2min

9

Is Consumer Preference Changing?

19:32 • 3min

10

Investing in the Supply Chain

22:06 • 2min

11

EV Theme - What's the Longest Running Theme?

24:34 • 2min

12

Is Investing at All Time Highs a Good Idea?

26:53 • 2min

13

Global Resources - What's in the Quiver?

28:43 • 2min

14

Investing in Emerging Markets - Is That Your Starting Point?

30:53 • 3min

15

How Do You Think About Sentiment and Positioning?

33:46 • 2min

16

CFO Surveys - Should I Be Paying Attention to That?

35:57 • 2min

17

What's on Your Brain or One More That You're Really Working On?

38:27 • 3min

18

Is China Playing a Role in Emerging Markets?

41:28 • 3min

19

Don't Bet Against US Corporate Dynamism

44:52 • 3min

20

The Invisible Life of Addie LaRue by B.E. Schwab

47:47 • 2min

21

Is There Anything That's Underbrained?

50:07 • 3min

22

Cambria Shareholder Yield ETF Review

53:03 • 3min

Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468