#19: Roadmap for the 2020s
Listen now
Description
The 2020s have got off to an explosive / crazy / insane start. Will hard assets be the asset class of the 2020s? We dive into a framework for hard assets & liquidity, and go through the potential dynamics of all the major asset classes over the next 10 years Surprisingly, by 2030 we get to what could be a new beginning, an exciting, super innovative world, based upon an entirely new system. Humans are resourceful and smart, the human race will eventually get out of the mess it's in with out of control Central Banks, and Governments spending well beyond their means.  The key question is therefore, how to survive the 2020s, and be 'in the game' for the subsequent decades
More Episodes
Tim Boyd (Blueshirt Advisors & Blueshirt Plus; ex-Bridgewater) joins me to discuss macro, trading vs investing, volatility, portfolio construction, the Fed, and much more! We focus quite a bit on advice for less experienced investors, however there should be some good information for those...
Published 01/11/22
Published 01/11/22
Carbon Credits are a fascinating market & personal investment that I have talked about many times, in this podcast, and on twitter. I am therefore thrilled to have had on Lawson Steele, Head of Carbon & Utilities at Berenberg Bank to discuss the market in depth. Lawson is THE expert in...
Published 12/21/21