Citrini: Identifying Mega Trends

17 snips

Jan 10, 2024

Guest Citrini, a Twitter personality and blogger, talks about identifying mega trends with wide-reaching implications for markets and society. Topics discussed are 'miracle drugs' for weight loss and their impact, reducing Medicare on the federal budget, concerns about the future of junk food stocks, US physical primacy and stimulus spending impact on corporate profits, and exploring new stocks and portfolio strategies.

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ANECDOTE

Citrini's Investing Origin Story

Citrini started investing after selling his business at 27 and distrusting financial advisors.
He combined macroeconomic themes with fundamental analysis to create low-volatility returns.

ADVICE

Build Thematic Long-Short Baskets

Create a long-short basket isolating a mega trend from other market factors.
Include companies benefiting from the theme long and those hurt by it short for balanced exposure.

INSIGHT

Better To Enter After Tipping Point

True mega trends often reward the later entrants after the tipping point.
Being early can be costly before broad market recognition and repricing occur.

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Citrini is a Twitter personality who blogs at Citrini Research on Substack and is an avid poster on Twitter under Citrini7.

Citrini looks for mega trends that should persist for years – if not decades - with wide-reaching implications for markets and society.

The three mega trends that we discuss in this podcast are: GLP-1’s, US Fiscal Primacy, and artificial intelligence.

Links

* Citrini’s Twitter profile: https://twitter.com/Citrini7

* Citrini research:

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

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The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

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