Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468

Published: Feb. 25, 2023, 6:30 p.m.

b"Today\\u2019s guest is Kate Moore, BlackRock\\u2019s Head of Thematic Strategy and a member of BlackRock\\u2019s Global Allocation investment team.\\nIn today\\u2019s episode, Kate shares her framework for looking at markets from the perspective of a \\u201cmacro equity investor.\\u201d Then she shares her view of global markets today and what key investible themes she\\u2019s focused on today. We touch on changing consumer habits, natural resources, and automation.\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nToday\\u2019s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\\u2019s largest institutions, funds, and money managers. Subscribe for free here.\\n-----\\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\\n-----\\nPast guests include\\xa0Ed Thorp,\\xa0Richard Thaler,\\xa0Jeremy Grantham,\\xa0Joel Greenblatt,\\xa0Campbell Harvey,\\xa0Ivy Zelman,\\xa0Kathryn Kaminski,\\xa0Jason Calacanis,\\xa0Whitney Baker,\\xa0Aswath Damodaran,\\xa0Howard Marks,\\xa0Tom Barton, and many more.\\xa0\\n-----\\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\\xa0here!\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"