Macro Hive Conversations With Bilal Hafeez
Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs
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.
49:05
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Quick takeaways
- James van Geelen emphasizes the importance of a beginner’s mindset in investing, advocating for continuous learning from diverse sources in a volatile market.
- He explores the economic divide between the wealthy and lower-income consumers, suggesting that this disparity influences investment strategies during economic downturns.
Deep dives
Evolution from Medicine to Finance
The guest, James Van Geelen, shares his unexpected journey from pre-med studies to a career in finance. Initially aiming to become a doctor, Van Geelen became an EMT and worked in high-pressure medical situations, which ultimately contributed to his decision to leave medical school. His time in emergency medicine instilled a strong ability to remain calm under pressure and approach complex problems methodically. This experience later influenced his investment strategies, emphasizing the importance of having a well-structured framework for decision-making in volatile markets.
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