An Interview with Kiril Sokoloff: Founder of 13D Research & Strategy

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Apr 30, 2025

Kiril Sokoloff, founder of 13D Research & Strategy and a guru of contrarian investing, dives into the tumultuous economic landscape. He discusses the crucial roles of China and India in today's economy and emphasizes the importance of free cash flow and adaptability. Kiril advises young investors to prioritize historical insights over tech trends and to explore overlooked sectors like strategic resources. He also examines the complexities of the Russia-Ukraine conflict and the implications of current geopolitical tensions on global markets.

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INSIGHT

Tariffs Spark Persistent Volatility

Tariffs are unlikely temporary and are here to stay, causing enormous market volatility.
Trump enjoys tariffs and chaos, which will define the new economic landscape.

INSIGHT

End of U.S. Exceptionalism Era

U.S. economic exceptionalism has likely peaked, leading to a decade of equity underperformance.
A regime change may cause U.S. markets and equities in general to lag hard assets like gold.

INSIGHT

Gold's Stealth Bull Market

Gold has quietly outperformed major U.S. stock indices since 2018-2022.
The gold sector remains undervalued and has yet to experience a full bullish breakout.

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In this episode of the Why Invest? podcast Luke Hyde-Smith is joined by Kiril Sokoloff, Founder of 13D Research & Strategy. Known for his contrarian and thematic investment approach, Kiril shares insights that bridge finance, geopolitics, philosophy, and history.

The discussion explores current economic turbulence, the role of China and India in the global economy and the importance of free cash flow, value investing, and adaptability in navigating a changing global order.

Kiril offers advice to young investors: study history, focus on human insight over technology, and pursue overlooked sectors like strategic resources.

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