Top Traders Unplugged cover image

GM12: WW3 is just the beginning ft. Peter Zeihan

Top Traders Unplugged

00:00

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

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app