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ACQ2 by Acquired

NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

1 tim 14 min4 februari 2022

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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ACQ2 by Acquired med Ben Gilbert and David Rosenthal finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.