Wrapping up September | S1 E10

With the constant interplay between changing policy and current events, we're seeing very interesting market trends. This week, Gavin discusses his outlook, particularly on currencies, and ecommerce & tech securities. Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com