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π SUMMARY π
I have a discussion with Chris to follow up on our earlier conversations about investing in an age of conflict. Chris explains how the current conflicts we are seeing across the globe are a predictable result of economic realities rapidly unfolding. We contemplate how we can best position our lives and our money to endure the uncomfortable circumstances and intense global power struggles that lie ahead.
00:00 Introduction
02:10 Debt crisis implications for socialist economies
04:49 Western dominance in Latin America and Argentina
06:45 Debt and equity markets under geopolitical uncertainty
08:15 Precious metals and commodities will outperform
08:50 Supply chains in an age of conflict
09:42 Why investing in Europe is a bad idea
10:45 Investing in China as a Westerner
13:39 Will China end up like Russia under sanctions?
15:25 Chinese influence in Southeast Asia
16:00 Mackinder's Heartland Theory
17:15 Economic and geopolitical future of Venezuela
19:55 Capital controls in Europe
20:58 Democratic erosion in the West
22:09 Seeking refuge from Western decline
23:17 Subscribe to Chris' newsletter
Disclaimer:
No part whatsoever of the discussion and presentation is, or should be considered as, investment advice, financial advice, legal advice, or tax advice. Always do proper due diligence and speak to a qualified professional advisor in your jurisdiction. Also, be advised that Ladislas Maurice and The Wandering Investor staff may own real estate or investments in the specific markets or opportunities that are discussed. The Wandering Investor may also have marketing agreements in place with certain opportunities that are mentioned.
π Transcript
Transcribing... This may take a few minutes.
Top Comments
@TheWanderingInvestor
π Get $1000 off Chris' contrarian investment newsletter by using this link: https://capitalistexploits.at/wandering-investor/?orid=107262
@dmc2925
Chris is the real deal! I used to work with him again long time ago when he first setup the newsletter. Still following years later
5 likes
@ManuelMindblossom-w7u
Portfolio construction is very unsexy, doesn't sell newsletters but as Chris says, is critical. Emotional management also undervalued - mechanical stop loss and take profit targets to not become a bagholder is also key.
3 likes
@AmitAdalti
Another insightful and very timely discussion as the world is rapidly changing around us. ππΌ
4 likes
@jgm3620
great geopolitical analyse
@martinb4093
I wonder where the Chinese real estate stands?
1 likes
@KeepingItRealBro
Yeah, okay. Following his train of thought, there's hundreds of percent catch-up to play on vs. investing traditionally. Good luck, but I'm still miles and miles and miles ....
1 likes
@buio93
Imagine thinking Brazil, China, etc. are even investable.
Running from bad to worse.
@metaphy
Ladislas avec des cheveuxβ¦
1 likes
@lorenk.775
This Chris guy is knowledgeable, the issue is he is a biased a hardcore right winger! He is biased against anything having to do with green/renewable energy and anything socialism related!
Paradoxically he says China is one of the best countries, a country that is successfully using green/renewable energy and expanding it and also has socialism, along with capitalism,
and is governed by a communist party!
We see China, Denmark, New Zealand, and other countries have become successful in using green/renewable energy sources and are expanding them!! while USA under the current administration is trying to stop all renewable energy projects and to rely fully or as much as possible on petroleum and coal!
@davidanalyst671
i can go on any other podcast and get a nonsense fear porn blather episode. It was such a blather, there wasnt even individual topics addressed, just one long blather. i click like on most of ladislas's videos. but not all
3 likes
@davidanalyst671
Videos like this make me want to travel to a low tax island cult with ladislas.
@davidanalyst671
I support trump on Venezuela. Thats not a restructuring, America should have done that 20 years ago when hugo kicked out the oil companies and installed his bureaucrats over the oil system lolz. I don't fall for the fear porn for venezuela, we needed to do that for some time now.