We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation on the fund's investments, why he likes infrastructure stocks and finally, the various geopolitical issues in today's world including the strengthening relationship between President Xi and Putin. Tom is fascinating to listen to and we hope you enjoy the interview.
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