Joe Furmanski on Zero Trust Security and how we think about it relative to NZS Capital's Resilience and Optionality investment framework. Not Investment Advice. For the full post and disclaimers please see: https://www.nzscapital.com/podcast/By jason slingerlend

Brad Slingerlend with NZS Capital discusses the SITALWeek newsletter issue #259 and #260. Brad riffs on the newsletter and goes a bit deeper on a couple of topics. For the full post and disclaimers please see: https://www.nzscapital.com/sitalweek/sitalweek-259 Not Investment Advice. https://twitter.com/bradsling…

Brad Slingerlend with NZS Capital discusses the SITALWeek newsletter issue #258. Brad riffs on the newsletter and goes a bit deeper on a couple of topics. For the full post and disclaimers please see: https://www.nzscapital.com/sitalweek/sitalweek-258 Not Investment Advice. https://twitter.com/bradsling…

Brad Slingerlend with NZS Capital discusses the SITALWeek newsletter issue #257. Brad riffs on the newsletter and goes a bit deeper on a couple of topics. For the full post and disclaimers please see: https://www.nzscapital.com/sitalweek/sitalweek-257 Not Investment Advice. https://twitter.com/bradsling…

Brad Slingerlend with NZS Capital discusses the SITALWeek newsletter issue #256. Brad riffs on the newsletter and goes a bit deeper on a couple of topics. For the full post and disclaimers please see: https://www.nzscapital.com/sitalweek/sitalweek-256 Not Investment Advice. https://twitter.com/bradsling…

Brad Slingerlend with NZS Capital discusses the SITALWeek newsletter issue #255. Brad riffs on the newsletter and goes a bit deeper on a couple of topics. For the full post and disclaimers please see: https://www.nzscapital.com/sitalweek/sitalweek-255 Not Investment Advice. https://twitter.com/bradsling…

Brad Slingerlend with NZS Capital discusses the SITALWeek newsletter issue #254. Brad riffs on the newsletter and goes a bit deeper on a couple of topics. For the full post and disclaimers please see: https://www.nzscapital.com/sitalweek/sitalweek-254 Not Investment Advice. https://twitter.com/bradsling…

Brad Slingerlend with NZS Capital discusses the SITALWeek newsletter issue #253. Brad riffs on the newsletter and goes a bit deeper on a couple of topics. For the full post and disclaimers please see: https://www.nzscapital.com/sitalweek/sitalweek-253 Not Investment Advice. https://twitter.com/bradsling…

Brad Slingerlend with NZS Capital discusses the SITALWeek newsletter issue #252. Brad riffs on the newsletter and goes a bit deeper on a couple of topics. For the full post please see SITALWeek. For feedback please reach out on Twitter @bradsling. Not Investment Advice. https://www.nzscapital.com/sitalweek/sitalweek-252 https://twitter.com/bradslin…

In this interview NZS Capital investors Jon Bathgate and Brinton Johns discuss the semiconductor market. Following up on their history of the industry, Jon and Brinton explain the future range of possibilities for several of the chip end markets.By NZS Capital LLC