Capital Ideas podcast10 Apr 2025

How the COVID pandemic may continue to shape society and investments

The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given the government's role as the largest payer. She also shares insights from her widely read research paper, "The Girlfriends' Guide to Stocks," which compares investing to dating and highlights elements of a healthy long-term relationship. If you're interested in learning about navigating crises and finding long-term investment opportunities, this episode is for you.

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