AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
GM12: WW3 is just the beginning ft. Peter Zeihan
Top Traders Unplugged
What Are Your Top Investment Ideas for the Next Five, Ten Years?
I want products that are energy intensive in their production. I look for things where their demand is demographic driven, because the united states has the healthiest temography in the rich world. And if the product is exportable, great, because as supply chains globally break down, but north american ones get stronger,. There's an arbitrage opportunity as well. If you could only take one piece of advice away from this, the period of bottomless supplies of capital are ending. That means we're probably going to have a lot fewer financial professionals and they'll have to prove that they offer a value ad. High frequency trading doesn't work. Broad index funds don't work. E t f
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode