#19: Roadmap for the 2020s

The 2020s have got off to an explosive / crazy / insane start. Will hard assets be the asset class of the 2020s? We dive into a framework for hard assets & liquidity, and go through the potential dynamics of all the major asset classes over the next 10 years Surprisingly, by 2030 we get to what could be a new beginning, an exciting, super innovative world, based upon an entirely new system. Humans are resourceful and smart, the human race will eventually get out of the mess it's in with out of control Central Banks, and Governments spending well beyond their means.  The key question is therefore, how to survive the 2020s, and be 'in the game' for the subsequent decades

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Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest