Episode notes
Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US.
They recently uploaded a white paper on the topic discussing the industries and companies that could be most impacted by this trend. Here it is: https://andvariassociates.com/wp-content/uploads/2024/06/2024-06-Andvari-Fortune-Southern-migration.pdf
Lawrence and Doug also host (together with Devin Lasarre) an excellent and atypical podcast called 'Preferred Shares', which I definitely recommend following:
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