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This is the podcast version of the article below:
The Demographic Deflation Bomb is ticking
Before we dive in, a quick announcement: I was recently invited to @DarntonsMedia’s YouTube Channel. We spoke about Tesla, Amyris, my investment philosophy on concentrated high conviction growth investing and my macro framework for the coming years. Check it out, you might like it! First time I am showing my face online, big step for me…
a year ago · 3 likes · 7 comments · Fallacy Alarm
High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.