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Navigating Monetary Theories and Energy Investments
This chapter explores the evolution of monetary theory, highlighting contrasts between Keynesian economics and the Austrian and Chicago Schools, while emphasizing the importance of alternative currencies. The speaker reflects on their personal journey in investment, sharing key principles and lessons learned from managing their own investments and interactions with institutional clients. The conversation also delves into the energy landscape, focusing on uranium and nuclear power's role in achieving net zero goals amid evolving energy policies.