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Innhold levert av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

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Manage episode 319531140 series 3011973
Innhold levert av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Back by popular “Acquired demand” (plus we really wanted to have this conversation for our own edification!!), friends of the pod NZS Capital return to talk about what’s going with the current market gyrations, and for a much-needed refresher on how to invest when — surprise — knowing the future is still an impossible task. As always we left this conversation with renewed appreciation for the NZS approach and the utility of their resiliency + optionality mental model. This is not one to miss!

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103 episoder

Artwork
iconDel
 
Manage episode 319531140 series 3011973
Innhold levert av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Back by popular “Acquired demand” (plus we really wanted to have this conversation for our own edification!!), friends of the pod NZS Capital return to talk about what’s going with the current market gyrations, and for a much-needed refresher on how to invest when — surprise — knowing the future is still an impossible task. As always we left this conversation with renewed appreciation for the NZS approach and the utility of their resiliency + optionality mental model. This is not one to miss!

Sponsors:

\

  continue reading

103 episoder

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