Deglobalization and Other Narrative Violations, Feat. Geoff Lewis

Bedrock Capital founder Geoff Lewis discusses what it means to seek out opportunities in “narrative violations," as well as: Why de-globalization and “onshoring” are likely to be among the most important economic drivers in the U.S. in the coming decade Why the shift to working from home may be an overblown “narrative mirage” How important questions of institutional decay have been co-opted by the culture war Why we’re in a “narrative mirage recovery”