We Study Billionaires - The Investor’s Podcast Network TIP342: The Future of Food w/ Billionaire Jim Mellon
Mar 28, 2021
In this engaging discussion, billionaire investor Jim Mellon, author of "Moo’s Law," shares his insights on the future of food and sustainable energy. He highlights innovative investment opportunities in lab-grown meat and seafood, addressing environmental and health challenges. Jim also explores the intersection of biotechnology and longevity, predicting major changes in life expectancy. With a focus on navigating current market trends and the growth potential in the Japanese market, he emphasizes rational investing strategies for the future.
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Market Rotation
- Rising interest rates often cause a rotation back to value stocks.
- Tech stocks have been weak, and the financial sector is especially beaten down.
Banking Opportunities
- Consider US community banks as they offer high quality and acquisition potential.
- Lloyds Bank in the UK is also a good buy due to its low P/E ratio and high dividend yield.
Japanese Market
- The Japanese Nikkei index has not surpassed its 1989 peak.
- It is now at a similar level to the Dow Jones, despite previously being much higher.
