Nothing reveals opportunity in equity markets quite so well as volatility, according to Marlowe Partners co-chief investment officer Eric Udoff. The key right now is identifying sectors well-positioned for a post-pandemic world. In an interview with Real Vision’s Maggie Lake at the iConnections Global Alternatives Conference in Miami, Udoff explains how his firm posted big gains in 2021, why he’s betting on travel and leisure, and where to invest in the semiconductor space. Perhaps his most compelling insight, though, is that, in addition to being your best friend, the family dog is an important market indicator. Recorded on January 26, 2022.