Episode 398
Big Data and Disruption: Implications for Investing
Enterprising Investor · CFA Institute
February 5, 202012m 59s
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Show Notes
Episode #398. Paula Campbell Roberts leads KKR's efforts to incorporate big data and machine learning into many of its investing and value creation efforts. In this episode, she discusses how data analytics can be used to identify investment themes and talks more broadly about "the new consumer" and the investment implications from the disruption in the renting and sharing economies.