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Episode 112: John Bathgate Talks Resiliency and Optionality
Listen on: Spotify Apple Podcasts Debrief John Bathgate works at NZS Capital, an investment firm based in Colorado. They are the writers of the famous Complexiting Investing paper, which is one of the seminal pieces for investors in the last decade. Follow John on Twitter here. We also talked about semiconductors in the interview with John. Listen and learn about what ASML does, a basic overview of the semiconductor supply chain, and what gives TSMC such a strong competitive