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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’.

Enjoy!

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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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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