Kiril Sokoloff

Kiril Sokoloff, Legendary strategist and founder and Chairman of 13D Research, discusses the end of the bull market in bonds and the growing risks in our global economy due to rising debt and protectionism. He shares his bullish outlook on oil, copper, uranium, and gold, and highlights the opportunities in China and India. The podcast also covers the impact of AI on markets, decarbonization efforts, and the importance of studying financial history for better investing.

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.

For over half a century now, Kiril Sokoloff has not only identified in advance the most significant trends and innovations driving the markets and economy, he has also pinpointed the most attractive investment opportunities afforded by them. As a result, his firm, 13D Research, has become one of the most respected and influential services among institutional investors around the world. In this conversation (recorded in Sun Valley, Idaho), Kiril discusses how he developed and honed his investment approach over the course of his extensive and illustrious career and how he is using it today to isolate the most valuable macro signals in the markets. For notes and links related to this conversation visit TheFelderReport.com.

Kiril Sokoloff, founder of 13D Research & Strategy, shares insights from his 40-year career and 'What I Learned This Week'. Topics include market evolution, rise of algorithms, gold in institutional portfolios, Costco's gold sales, emerging market dynamics, US dollar weaponization, and historical currency declines.

Kiril Sokoloff, Chairman and founder of 13D Research, dives into the resurgence of nuclear energy and its implications for uranium investments. He discusses the shifting attitudes towards nuclear power and how global policies are reshaping the energy landscape. Sokoloff also highlights Europe's hurdles in achieving net-zero emissions and the potential return to a gold standard amid growing economic challenges. With insights into investment strategies and the interconnectedness of global markets, he offers a thought-provoking look at future opportunities in mining.