Top Traders Unplugged

GM57: Navigating the Next Decade ft. Kiril Sokoloff

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Feb 14, 2024
Guest
Kiril Sokoloff
Kiril Sokoloff, Legendary strategist and founder and Chairman of 13D Research, discusses the end of the bull market in bonds and the growing risks in our global economy due to rising debt and protectionism. He shares his bullish outlook on oil, copper, uranium, and gold, and highlights the opportunities in China and India. The podcast also covers the impact of AI on markets, decarbonization efforts, and the importance of studying financial history for better investing.
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ANECDOTE

Contrarian Calls

  • Kiril Sokoloff wrote a book in 1982 predicting a bond bull market when yields were 14-15%.
  • He saw opportunity in Hong Kong's cheap market in 1991-92 when it traded at a discount.
INSIGHT

Bond Bear Market

  • The secular bull market in bonds is over due to multiple factors, including changing demographics and wealth distribution.
  • Rallies may occur, but bonds should be sold, and the implications for global capital are massive.
INSIGHT

Inflation Drivers

  • Wealth distribution, reshoring, and geopolitical factors like missile security are inflationary.
  • Demographic shifts, including the retirement of the working population, are also inflationary.
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