“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 drowns others, and mastering it defines generational investing. Rob unpacks how embedding innovation into the core of investment decisions, rather than treating it as speculative play, can compound wealth across decades. Balancing this with resilience against structural and technological disruption allows investors to navigate both chaos and opportunity. The discussion also probes liquidity, the interplay of public and private markets, and the subtle ways investing intersects with impact, offering a framework to act decisively in an unpredictable world.