"Disruption" and "innovation" are among the most popular terms in today's business and investment literature. To illustrate, a search in Google Scholar results in 19,500 scholarly publications in the year 2021. But truly disruptive innovations, those that fundamentally change the structure of an industry, are rare and difficult to identify.  In this podcast, Raj Shant of PGIM talks to Marije Groen and lays out his views on disruptive innovation for investors.

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