29:35

EssentialThe Essential Conversation

How To Invest for a Post-Pandemic World

Featuring Eric Udoff and Maggie Lake

Feb 23, 2022 • 29 minutes

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Essential

The Essential Conversation

How To Invest for a Post-Pandemic World

Every investor knows about volatility. It's time to talk about the family dog as a market indicator.

Featuring Eric Udoff and Maggie Lake

Feb 23, 2022 • 29 minutes

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. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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