Library of Mistakes
EP 25: What I Learned This Week (with Kiril Sokoloff)
Apr 22, 2024
Kiril Sokoloff, founder of 13D Research & Strategy, shares insights from his 40-year career and 'What I Learned This Week'. Topics include market evolution, rise of algorithms, gold in institutional portfolios, Costco's gold sales, emerging market dynamics, US dollar weaponization, and historical currency declines.
38:27
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Quick takeaways
- Practical History of Financial Markets course at Library of Mistakes offers valuable insights for investors.
- Gold's role in portfolios has evolved, with increased interest as a hedge against economic uncertainties.
Deep dives
Evolution of Financial Markets Structure
The financial markets have undergone significant changes over the years, with market dynamics shifting from free markets to algorithms dominating trading. Price determination has been impacted by the financialization of markets, leading to a focus on trend following rather than investing for the future.
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