Industrial, Consumer-Discretionary Stocks Favored: Bokeh Capital

The speaker discusses their investment approach, focusing on value and growth opportunities. They are interested in industrials and consumer discretionary sectors due to market changes and consumer preferences. The discussion also covers the role of interest rates and central bank policies, highlighting the global disparity in interest rates and its implications for investment strategies.

In what ways does the speaker suggest that consumer preferences are evolving?

What does the speaker mean by 'the magic formula' in relation to retailers?