John Bathgate

In this engaging discussion, Brad Slingerland and John Bathgate, co-founders of NZS Capital, explore the current complexities of financial markets amid rising interest rates and inflation. They share insights on adaptive investment strategies, emphasizing the importance of resilience and optionality when evaluating major tech giants like Meta and NVIDIA. The conversation highlights the critical role of semiconductors and the psychological challenges investors face during volatility, offering a compelling perspective on navigating today's market landscape.