“Resilience means resistant to change, durable against change. Innovation is the wind of change. You want to find companies that have a balance between those two things.”
Innovation is the tide that lifts some fortunes and sinks others, and mastering it defines generational investing. Rob Larity, our chief investment officer, explains how making innovation central to investment decisions rather than treating it as speculation can grow wealth over decades. He also explores how balancing this approach with resilience against structural and technological disruption helps investors navigate both risk and opportunity.
ABOUT THE GUEST
Rob leads Bespoke’s research and investment teams, overseeing the design and execution of active investment strategies. He also serves as Director of Research at Off Wall Street (OWS), a provider of institutional-grade investment research since 1990. Previously, Rob managed $250M in equity and bond portfolios for a Boston-based advisory firm.
Rob holds a BA in Classics and English with a Computer Science minor from the College of the Holy Cross, and is both a CFA® and CMT® charterholder.
Based in Paris, Rob is a passionate traveler, avid reader, and skilled home cook. These days, life revolves around his two sons, a new baby girl—and frequent readings of Le Petit Prince.
About the Artist
Olivia Vaughn Hern is a NYC-based artist, animator, and film/theatrical designer whose work blends costume, makeup, production design, and handmade animation into dreamy, bold visual worlds. Working across film, theater, puppetry, and fine art, she explores light, color, and tactile storytelling to create layered and genre-defying work.
More audio files
Where to Listen
Take this show on the road and listen where you get your usual podcasts.