Macro Hive Conversations With Bilal Hafeez Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs
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Apr 25, 2025 
James van Geelen, founder of Citrini Research and megatrends expert, shares his unique journey from emergency medicine to macro trading. He draws fascinating parallels between medical emergency management and navigating market complexities. The discussion dives into the implications of wealth disparities, focusing on companies that cater to affluent consumers. Van Geelen emphasizes the importance of a beginner's mindset and diverse perspectives in investing. Young graduates receive valuable advice on adapting to a rapidly changing landscape shaped by AI and global shifts.
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Unconventional Path to Finance
- James van Geelen shifted from pre-med to finance after being burned out from working as a paramedic.
- Learning trading from a neighbor reignited his passion, showing an unconventional path to finance.
Prepare and Study History
- Prepare for a wide variety of market scenarios by forming clear action plans for each.
- Study financial history to recognize patterns and improve market decision-making.
1% Companies Drive Returns
- A small fraction of companies deliver outsized stock market returns due to their alignment with long-term trends.
- Blending macro insights with micro analysis helps predict which firms will lead growth.
