Javier Gonzalez Lastra

Financial analysts Peter Boockvar, Phillip Colmar, and Jay Hatfield discuss the recent stock market sell-off. Gina Sanchez shares tips on AI-proofing portfolios. Javier Gonzalez Lastra explains the luxury sector slowdown sweeping Europe.

Javier Gonzalez Lastra, CFA, portfolio manager at Tema ETFs, discusses the investment potential of the luxury goods sector. He explains the reasons behind the launch of a luxury ETF, including demographic trends and the pricing power of luxury goods. The podcast also explores the factors contributing to the growth of the luxury industry and the resilience and diversification within the industry. They discuss the healthier balance sheets of luxury goods companies and key metrics for long-term investment. The guest also shares their experience and advice for newcomers in the investment industry.