#17: Kiril Sokoloff on Identifying the Next Big Thing
Superinvestors and the Art of Worldly Wisdom
The Importance of Time Frames in the Markets
The global reflation is spreading around the world and markets that have been dormant for decades are coming live. In China, we started to see iron ore prices and steel prices going up massively. That was a signal already in the summer of 2015 that the changes were coming. When you come off of a huge deflationary cycle, like we had 2011, 2015, 2018, or 2018, you have to be very careful that you're right. We look for broad confirmation, and that has now happened.
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