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March 2021 / PODCAST

Part Three: Secular Forces Are Carving New Paths for Active Investing

How has coronavirus accelerated and redirected some long-term secular trends?

Yoram and Michael discuss the impacts of constructive destruction, technological disruption and their investment implications during this time of change. 

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February 2021 / PODCAST

Secular Forces Are Carving New Paths for Active Investing Part 2

Secular Forces Are Carving New Paths for Active Investing Part 2

Secular Forces Are Carving New Paths for...

How has coronavirus accelerated and redirected some long-term secular trends?

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh