In this rare interview, we talked to Claire Kent, a Former Board of Director at Prada to give her insight on the luxury industry and luxury investing. A special thanks to AlphaSense for letting us republish it here. 

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Show Notes

(0:00) — Intro
(3:00) — Luxury Brand DNA
(8:44) — Who is Actually Luxury
(22:00) — Gen-Z
(38:00) — China Slowdown
(52:23) — More Sought After Company? 

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $LVMH. Furthermore, accounts contributors advise on may also have positions in $LVMH. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/