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Today we revisit one of our most popular interviews to date. In August last year, Ed spoke to Kiril Sokoloff, CEO & Founder of 13D Research.
Kiril founded 13D in 1983, their analysis read weekly by world-renowned investors including Howard Marks of Oaktree and Byron Wien of Blackstone.
Ed and Kiril discuss thematic investing. Labelled by some the ‘father of thematics’, Kiril takes us through his unique approach to investing in secular trends, offering some unforgettable insights along the way, whilst identifying themes to watch in what Kiril labels the ‘new era’.
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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