Eric Mandelblatt - Investing in the Industrial Economy - [Invest Like the Best, EP. 266]

<p><span style="font-weight: 400;">My guest today is Eric Mandelblatt, founder and CIO of Soroban Capital, a $10 billion investment firm. While many of my conversations focus on technology and emerging industries, Eric has deep roots investing in the industrial economy, which made this conversation a fun change of pace. We discuss why energy and materials represent such a small share of the market today, how the global push towards decarbonization could have massive impacts on the industrial economy moving forward, and how Eric evaluates this dynamic opportunity set. Please enjoy this deep-dive discussion with Eric Mandelblatt.</span></p> <p> </p> <div> <div> <div> <p>Editor’s note: This conversation was recorded on February 15, before last week's invasion of Ukraine.</p> </div> </div> </div> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page</span> <a href= "https://www.joincolossus.com/episodes/43906331/mandelblatt-investing-in-the-industrial-economy"> <span style="font-weight: 400;">here</span></a><span style= "font-weight: 400;">.</span></p> <p> </p> <p><strong>-----</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "https://www.tegus.co/patrick"><strong>Tegus</strong></a><strong>. Tegus is the new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best in class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. Head to</strong> <a href= "https://www.tegus.co/patrick"><strong>tegus.co/patrick</strong></a> <strong>for your free trial.</strong></p> <p> </p> <p><strong>-----</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "http://lemon.io/"><strong>Lemon.io</strong></a><strong>. The team at</strong> <strong>Lemon.io has built a network of Eastern European developers ready to pair