In the midst of the pandemic, investors debated the shape of the economic recovery (V, L, U, W etc.) – an alphabet soup of options. We argued that the recovery would likely be K-shaped and proposed a blend of investments to capitalize on an environment where some companies thrive, and other companies struggle to survive. In this episode, special guest, Amit Soni, Portfolio Manager, joins the program to discuss his K-shaped portfolio.
In the midst of the pandemic, investors debated the shape of the economic recovery (V, L, U, W etc.) – an alphabet soup of options. We argued that the recovery would likely be K-shaped and proposed a blend of investments to capitalize on an environment where some companies thrive, and other companies struggle to survive. In this episode, special guest, Amit Soni, Portfolio Manager, joins the program to discuss his K-shaped portfolio.