Released March 1st, 2022
Eric Mandelblatt - Investing in the Industrial Economy
Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.
Professional Investors
Public Equity
Materials
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