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

<p class="p1">Today’s guest is Kate Moore, BlackRock’s Head of Thematic Strategy and a member of BlackRock’s Global Allocation investment team.</p> <p class="p1">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.</p> <p class="p1">-----</p> <p class="p2"><span class="s1">Follow Meb on <a href= "https://twitter.com/MebFaber"><span class= "s2"><strong>Twitter</strong></span></a><strong>,</strong> <a href= "https://www.linkedin.com/in/mebanefaber/"><span class= "s2"><strong>LinkedIn</strong></span></a> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <span class="s2"><strong>YouTube</strong></span></a></span></p> <p class="p1">For detailed show notes, click <a href= "https://mebfaber.com/2023/02/22/kate-moore/"><span class= "s3"><strong>here</strong></span></a></p> <p class="p1">To learn more about our funds and follow us, subscribe to our <a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb"><span class="s3"><strong>mailing list</strong></span></a><strong> </strong>or visit us at <a href="http://www.cambriainvestments.com/"><span class= "s3"><strong>cambriainvestments.com</strong></span></a></p> <p class="p1">-----</p> <p class="p1">Today’s episode is sponsored by <a href= "https://theideafarm.com/"><span class="s3"><strong>The Idea Farm</strong></span></a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free <a href="http://eepurl.com/XkyPv"><span class= "s3"><strong>here</strong></span></a>.</p> <p class="p1">-----</p> <p class="p1">Interested in <strong>sponsoring</strong> the show? Email us at <a href= "mailto:Feedback@TheMebFaberShow.com"><s