The Meb Faber Show: “Kate Moore, BlackRock – How to Invest in Consumer Disruption, Natural Resources, & Automation”
Kate Moore, BlackRock – How to Invest in Consumer Disruption, Natural Resources, & Automation
Today’s guest is Kate Moore, BlackRock’s Head of Thematic Strategy and a member of BlackRock’s Global Allocation investment team.
In today’s episode, Kate shares her framework for looking at markets from the perspective of a “macro equity investor.” Then she shares her view of global markets today and what key investible themes she’s focused on today. We touch on changing consumer habits, natural resources, and automation.
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