This is a short summary version of my presentation at SONAE's FINCO event in Lisbon, on October 27, 2014. More details, slides and images at my blog i.e. https://gerd.fm/1telcAJ Full-length audio-only version can be downloaded at https://gerd.fm/1AeFCPC
A related interview is at https://youtu.be/9VDt8Kr1tgs