

#50: Kiril Sokoloff On The Virtues Of Just Watching The River
4 snips Mar 30, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
Consumer Stocks
04:27 • 4min
The Wealth Creation Cycle Is Potentially Over
08:54 • 2min
The New Trend From Wealth Creation to Wealth Distribution
11:03 • 3min
Is the Cycle Turning?
14:09 • 5min
I Think We're Witnessing a Perfect Storm of Inflationary Impulses Right Now
18:54 • 2min
Is There a Future for Electric Vehicles?
21:07 • 4min
Food Price Inflation
25:29 • 4min
Are We in the Fourth Turning?
29:58 • 2min
Hyper Inflation
31:35 • 4min
I Don't Want to Be Short Fixed Income
36:05 • 4min
Gold Mining Shares of 650 Mind R
40:23 • 4min
Adapting and Shifting to Market Dynamics
44:08 • 5min