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

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

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...

The Meb Faber Show - Better Investing

February 25, 202355m 15s

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Show Notes

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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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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