Portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how European markets are evolving and how long/short investors can potentially make the most of the changes.
2:15 – Long/short investing amid Europe’s structural shifts
5:00 – Bubble or durable regime change?
7:30 – Energy transition
10:00 – Defense sector deep dive
15:45 – Bottom-up stock picking
18:30 – Evaluating emerging technologies
20:30 – Investing with an engineering mindset
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