Arnaud Bertrand: Multipolar World Shift – What It Means for the Dollar, Gold & Bitcoin as East Rises
Coin Stories
Portfolio Approach: Diversify Across Assets
Arnaud describes his annual rebalancing: gold, stocks, Bitcoin, communities and a diversified allocation approach.
Natalie Brunell is joined by Arnaud Bertrand, a French entrepreneur and geopolitical analyst who founded HouseTrip (which he sold to TripAdvisor in 2015) and Me & Qi. Arnaud is also a writer and commentator on China, a country he is passionate about and lived in for 8 years. We discuss:
- How a multipolar world is replacing U.S. unipolar dominance
- Why rare earths and energy give China significant leverage
- The challenges of re-industrializing America
- Europe's energy crisis
- The future of the dollar, gold and Bitcoin
- AI, productivity, inequality and how ordinary people can protect themselves
Check out Arnaud's Substack: https://arnaudbertrand.substack.com
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This podcast is for educational purposes and should not be construed as official investment advice.
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