E77: Tariff-Proof your Portfolio in Europe

🧠 Kant's Revolutionary Investing Paradigm - how 18th century philosopher Emmanuel Kant's "Copernican Revolution" in thinking applies to investing. Discover how shifting your perspective from "risk exists out there" to "we construct risk" can transform your approach to volatile markets.

💱 Dollar Defense: Getting European Exposure - with uncertainty around the US dollar, we break down four practical strategies for US investors to increase their European exposure.

🚢 Tariffs and Supply Chain Disruption - how recent tariffs are already causing massive shipping declines between China and the US. Learn why these disruptions could take up to a year to fully impact consumer prices, and what it could mean for inflation.

📊 BlackRock's Vision for Market Democratization - Larry Fink, CEO of BlackRock, makes the case for greater democratization of investing. We discuss his vision for making private markets accessible to average investors. Could this revolution bridge the gap between public and private markets? And does Tokenization of assets really have a role here?

📈 Luke's First Buy Since January - after months on the sidelines, Luke reveals why he's taking a position in Novo Nordisk, the Danish pharmaceutical giant behind popular weight loss drugs. Is this European dividend-payer poised for a comeback despite fierce competition? $NVO

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Sources:

https://7investing.com/article/how-to-invest-internationally-using-american-depositary-receipts-alternative-title-the-abcs-of-adrs/

Segments:

00:00:00 Cold Open

00:00:52 Introduction

00:08:49 Krzysztof's Bold Tesla Prediction $TSLA

00:14:50 Intuitive Surgical and Biotech vs. Med Tech $ISRG

00:19:03 Kant's Philosophy and Investment Thinking

00:28:30 Tariffs Impact on Global Shipping

00:35:15 Navigating Consumer Effects of Tariffs

00:42:21 Larry Fink's Vision for Democratized Markets

00:47:56 The Case for Tokenizing Markets

00:56:31 How US Investors Can Gain European Exposure

01:09:47 Understanding ADRs vs. Direct Foreign Investments

01:15:46 Safari Stock: Novo Nordisk $NVO

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