The Liquid Lunch Project Exploring the Intersection of Geopolitics and Investment: A Deep Dive with Amir Goren
"Does geopolitics thousands of miles away really affect my small business here in the United States?"
In short - yes.
On the show today is Amir Goren, an investor who can translate the macro trends happening all over the world (China, Taiwan, Ukraine, Gaza, etc.) into micro-investment advice. (Trust us; he knows his stuff. Just ask his degrees from UC Irvine, Harvard, MIT, and Tel Aviv.)
Our conversation with Amir covers world events, the upcoming election, oil prices, the future of EVs, gold, the likelihood of another recession, and economic predictions for 2024. It's a good reminder that - as easy as it is to focus on our immediate community/town/state/region - what's happening in the world around us can significantly impact how we do business. And this episode is a great place to start.
Key Takeaways:
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How geopolitical tensions impact oil prices
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Taiwan’s importance in semiconductor production - and what that means for us
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Opportunities during a recession for investment
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How population decline affects economic growth
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Will AI be the miracle humanity needs?
Favorite Quote:
“It's very possible that there's going to be an opportunity to pick up things on the cheap during 2024 and benefit from that during 2025.”
Connect with Amir:
Website: https://www.economicdefensefund.com Linkedin: https://www.linkedin.com/company/economic-defense-fund/ Youtube: https://www.youtube.com/@economicdefense Substack: https://econdef.substack.com
Stay Connected:
Connect with Matt and Luigi on Instagram:
@matthew.r.meehan
@luigi_rosabianca
@theLiquidLunchProject
@ShieldAdvisoryGroup
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