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Kiril Sokoloff (13D Research) - An Insidious Environment
Far From The Finishing Post
The Importance of Intuition
You have had the foresight to predict a number of pretty significant paradigm shifts over your career. You clearly mentioned predicting the change from high inflation in the early 80s to an era of disinflation. But also, in the early 2000s, you were early to the commodity and energy bull market. And more recently, in September 2020, you talked about the coming inflation having previously been a disinflationist. What do you think has allowed you to have the intuition, to have a crystal ball that maybe is a bit clearer than everybody else's?
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