James van Geelen

James van Geelen, founder of Citrini Research and expert in thematic equity research, joins the conversation to analyze transformative megatrends influencing today's economy. They discuss the looming white-collar recession, driven by wealth disparities and the rise of AI, promising to reshape the workforce. Delving into global economic shifts, they explore the consequences of U.S. fiscal austerity and international stimulus efforts. The impact on the Democratic Party amid job losses and evolving consumer behavior is a focal point, highlighting how economic policies can redefine politics.

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.

James van Geelen, founder of Citrini Research and a thematic investing expert, shares his insights on navigating today's investment landscape. He discusses his successful bets on weight loss drugs and AI, specifically highlighting Nvidia. As uncertainty looms around the upcoming U.S. elections, he delves into constructing election-related portfolios and the future of AI investments. Van Geelen also addresses environmental challenges and the implications of emerging technologies, revealing unique opportunities amidst volatility.