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VIDEO: Thematic Investing, 'Real-World' Signals, and My Call With Peter Lynch
An investing legend's book inspires a life-long career — and an unexpected phone call.
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We recently joined the Stocks in Translation podcast to discuss thematic investing and how we include real-world signals into our thinking. We also discuss the May CPI data, the latest on tariffs, and why we think the upcoming June-quarter earnings season could bring with it another bout of market volatility.
In addition, we share a quick conversation we had with legendary investor Peter Lynch, why high thematic purity is important and why not all investment themes are in vogue all the time.
