Show notes
Jon Bathgate joins us this week to discuss semiconductors, resiliency, and optionality. Jon covers his background and how he got to NZS Capital. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week. Let's go!Follow Jon Bathgate on Twitter: https://twitter.com/jbathgate?s=20Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoneyFollow us on Twitter: https://twitter.com/chitchatmoneyVisit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.comEmail us: [email protected] 1st Half | (2:49)Interview 2nd Half | (30:24)WeWork, Apple Podcasts & more | (57:10)Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices
