How Do You Outperform the Robots? Invest in Them
Real Vision: Finance & Investing
00:00
Three Key Trends That Will Help Unfuck Your Future
In 2023, we're going to find there's not enough GDP to pay the interest. What it means is there's a potential that the balance sheet has to come back into play. And for me, it's all about a secular thesis. I talk a lot about secular trends and people don't really understand what I'm talking about. The business cycle is the predominant driver of returns over shorter observable periods of time. But where you actually make money is once you're in a secular trend, when the tail winds are behind you and then the business cycle is also in your favor.
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