Arik Star, Portfolio Manager of Ellerston Global Investments (ASX:EGI) talks with Livewire Exclusive on the opportunities that arise in global companies going through a period of change or price discovery.

In this podcast, Arik touches on the changes happening with Paypal, a holding within Ellerston Global Investments, future positions held in the Volatility Index (VIX) for protection, and the $21 billion opportunity for streaming content creators.

Listen here 

 

AUTHOR
Ellerston Capital