Eric Markowitz on the importance of networking and field research in the AI age
Podcast: Rebellious AllocationsPublished On: Mon Oct 13 2025
Description: Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of identifying industry change in the quest for value, AI as the new electricity, slowing down the research process, getting comfortable with short-term underperformance, and more.
The note was deleted
The note was saved
Your message was sent