Episode 11: Wealth Advisory | Investing in Technology Revolutions скачать в хорошем качестве

Episode 11: Wealth Advisory | Investing in Technology Revolutions

Episode 11: Wealth Advisory | Investing in Technology Revolutions “Resilience means resistant to change, durable against change. Innovation is the wind of change. You want to find companies that have a balance between those two things.” Innovation is the tide that lifts some fortunes and sinks others, and mastering it defines generational investing. Rob Larity, our chief investment officer, explains how making innovation central to investment decisions rather than treating it as speculation can grow wealth over decades. He also explores how balancing this approach with resilience against structural and technological disruption helps investors navigate both risk and opportunity. Chapters: 00:25 Meet Rob Larity 04:35 Tech Revolution Chaos 09:05 Building Resilience During Change 16:33 Where We Are in the Technology Cycle 20:34 How Bespoke Builds its Research 26:44 Why Long Time Horizons Matter 34:24 Private vs Public Markets 36:43 The Liquidity Problem Explained 43:15 Managing Risk & Innovation 49:55 Spotting False Tech Revolutions 55:10 AI in Innovation Investing 1:04:38 Using a “Negative” Approach to Build Resilience