Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.

Join us as we discuss the craft of investing and

uncover new and profitable ideas, all to help you grow wealthier and wiser.

Better investing starts here.

Meck Baber is the co-founder and chief investment officer at Cambria Investment Management.

Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.

All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion

of Cambria Investment Management for its affiliates.

For more information, visit cambria Investments.com.

Welcome my friends, we got an awesome show for you today.

Our guest is Kate Moore. Black Rocks head of thematic strategy

and a member of Black Rocks global allocation investment team.

In today's episode, Kate shares her framework

for looking at markets from the perspective of a macro equity investor.

Then she shares her view of global markets and what key investable themes she's focused on today.

We touch on changing consumer habits, natural resources, and automation.

This episode is brought to you by 10 East. Long time listeners know I've invested in private markets

quite a bit myself, but with access to these markets

broadening it can be hard to know where to find vetted high quality offerings.

That's where Ten East comes in. Ten East is a platform where qualified investors can co-invest on a deal by deal basis across private equity, private credit, real estate, venture, and other one-off opportunities typically unavailable through traditional channels.

They're founded and led by Michael Lefel, who spent his early career building Davidson Kimbner,

and who invest material personal capital in every offering they bring to the platform, aligning interests with Ten East members who

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