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Industry Focus

Wildcard: 5G & the Digital Economy with Esoterica Capital's Bruce Liu

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 28 April 2021

⏱️ 47 minutes

🧾️ Download transcript

Summary

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Esoterica Capital CEO Bruce Liu about 5G, the digital economy, chip shortages, valuations, stocks he likes, and much more. We hope you enjoy their conversation! To learn more about Esoterica Capital visit www.esotericacap.com.

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

0:20.4

And we're talking energy. And today we're talking tech.

0:23.0

Let's dive in.

0:24.0

It's Wednesday, April 28th.

0:28.0

I'm your host Jason Moser and on today's Wild Card Wednesday show,

0:32.0

we're digging more into 5G in the digital economy with a special

0:35.2

guest.

0:36.2

Bruce Liu is the CEO of Esoterica Capital, an asset management firm based in New York,

0:41.6

focused on investing in the digital economy.

0:45.0

Bruce also manages Esoterica's active E.T.

0:48.0

Which invests in the 5G enabled digital economy as well.

0:51.0

Prior to Esoterica, he was a portfolio manager and partner of

0:54.7

Phase Capital as well as an equity strategist at Wisdom Tree Asset Management

0:59.6

and a cell-side equityist at Sanford Bernstein.

1:03.6

He received his PhD in Business Administration from the University of Connecticut

1:07.4

and holds the chartered financial analyst designation.

1:11.2

Recently I had the opportunity to chat with Bruce about 5G, digital economy, chip shortages,

1:16.5

valuations, stocks, likes, and much, much more. We hope you enjoy our conversation.

1:22.0

Bruce, thanks so much for joining us today.

1:25.0

I wanted to start first and foremost just to give our members, our listeners a chance

...

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