
The Contrarian Investor Podcast
Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital
Apr 24, 2024
Dr. Doug Greenig of Florin Court Capital discusses a multi-asset trend-following model, lower electricity prices in Europe, potential bearish outlook for US stocks, China's competition with the US, Iran's strategic drone attack, challenges with enforcing sanctions, and concerns about US fiscal problems.
01:09:24
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Quick takeaways
- The era of the US as the sole superpower is over, with China posing a legitimate competition in economic and military power.
- Trend-following strategy with 500 assets focuses on capturing medium-term changes, highlighting shifts like lower electricity prices in Europe.
Deep dives
Changing World Dynamics: Implications of Geopolitical Shifts
The global balance of power is shifting as countries like China gain economic and military strength. The United States' dominance is evolving, and technological advancements are changing the military landscape. This transition can impact defense spending, supply chains, and political outcomes worldwide.
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