Manage episode 281583326 series 2168819
In what has become an annual feature, LionTree & Kindred Media Founder & CEO Aryeh B. Bourkoff and LionTree public markets lead Leslie Mallon discuss their expectations for the new year, reflecting on the insights from Aryeh’s year-end letter, which you can read here (https://www.liontree.com/yearendletter).
Tune in to hear them discuss what’s on the horizon for a variety of sectors and why Aryeh predicts that the “bull recession” – as he calls it - of 2020 will lead to a renewed, even “frenetic” amount of activity this year.
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