#20 Covid-eo chats: Rob Ierfino on valuation trailing exogenous impact - macro recovery & consumer psychology

In this episode, I (Dan) interview a past deal partner who now studies actuarial science and spent time in the retail investment analytical space with Purpose Investments. We unpack the concept of the retail apocalypse and explore some of the many fates it could arrive at. This ends up being a pretty qualitative discussion in regards to the nature of artisanal retail and how malls converting to "lifestyle centres" could ultimately demand a more mindful consumer, where the online world is tailored to convenience and quantity, and the retail environment is tailored to experience and quality. I hope you enjoy this episode, and I'd love it if you could leave me some feedback in the comments or on twitter @WTFoch.

8 Nov 20192h 41min