Every investor knows about volatility. It's time to talk about the family dog as a market indicator.
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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.
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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.
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This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
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