TTU Trend Barometer
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Follow Niels on Twitter, LinkedIn and YouTube.

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IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:07 – Introduction to Philipp Carlsson
03:08 – What motivated Carlsson to write his book?
05:13 – A framework for assessing macro risk
09:00 – How do we react to doomsayings?
11:18 – Covid19 – the perfect example of a false alarm
15:15 – The new area of tightness
18:27 – It is all about labour cost
23:46 – The deflationary power of technology
26:46 – The outlook of the labour market
32:22 – Why inflation expectations will stay achored in a world of tightness
39:38 – What happens in a world with an upward bias to inflation?
43:26 – The difference between existential and tactical crises
46:56 – Carlsson's framework for assessing the risk of debt
52:04 – Carlsson's outlook for the economy going forward

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Mark on Twitter and read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:21 – Introduction to Mark Mills
09:05 – What causes revolutions?
12:27 – How Artificial Intelligence will impact the energy sector
22:02 – Should we be worried about the energy consumption of AI?
29:10 – Are renewables and recycling a viable solution?
37:37 – Putting Mills in the shoes of a mining director
44:13 – The future of battery technology
48:48 – Manufacturing as a service – the new ecommerce?
52:39 – How choke points in manufacturing will challenge the economy
56:16 – Is the economy stronger than we think?

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Ernest on Twitter and read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:09 – Introduction to Ernest Scheyder
03:11 – Why are lithium and copper so important?
05:44 – The outlook of the U.S lithium production
09:12 – Who is Ioneer and the environmental impact of lithium production
17:26 – What is Direct Lithium Extraction (DLE) and why is it important?
23:17 – Supply and demand in lithium
25:02 – The challenges of recycling batteries
31:07 – Is a fully circular economy even possible?
34:14 – The negative consequences of copper mining
39:19 – A part of the people
41:53 – The complexities of tribal relations in the U.S.
43:46 – Is outsourcing copper mining morally irresponsible?
47:25 – The challenges of attracting labour in the mining industry
52:00 – How did Scheyder approach the writing of his book?

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Charles on LinkedIn and read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:05 – Introduction to Charles Duhigg
06:30 – Every conversation is a negotiation
09:21 – It takes two to tango?
11:09 – The importance of listening
13:42 – The magic of understanding each other
15:05 – What is stopping us from having deep connections?
18:40 – How to ask the right questions
23:18 – Advice for having meaningful conversations
28:02 – The business value of deep connections
31:27 – The importance of non-verbal communication
36:28 – How to match the mood of other people
38:48 – The role of identities in communication
42:23 – What does Duhigg means with “identity threat”?
47:48 – How does it apply online?
51:11 – Communication vs. manipulation

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Koen on LinkedIn and read his book.

Follow Philippe on LinkedIn.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:16 – Introduction to Koen De Leus and Philippe Gijsels
06:22 – Why haven't we seen higher productivity?
12:11 – What is the chance that productivity could increase?
17:36 – When can we expect productivity to increase?
19:51 – Will AI “steal” our jobs?
24:43 – How you can navigate in the AI trends as an investor
32:17 – Is it even possible for “normal” investors to benefit from AI?
35:26 – Is the energy transition a good investment?
40:51 – A new commodity or metal super cycle?
45:10 – Exploiting the commodity trends
48:12 – Is natural gas a good transition fuel?
52:01 – Why is Philippe so positive on gold?
56:48 – What are their inflation expectations?
01:02:19 – Challenging years ahead?
01:08:00 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Peter on LinkedIn & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:07 – Introduction to Peter Oppenheimer
04:59 – What do financial cycles derive from?
07:19 – What drives the cycles?
09:31 – A desynchronisation in the cycles
12:15 – Are we entering an optimism phase?
14:39 – Interpreting the signals
17:38 – Does Peter see room for interest rates to rise?
21:59 – What drives the high corporate profits in GDP?
26:54 – Are companies losing their margins?
29:17 – The potential of AI
31:54 – Can high energy consumption ruin the development of AI?
35:48 – Where will the investment in AI come from?
40:00 – Going full cycle
41:37 – The engines of growth
43:43 – Did the central bank response stop markets from becoming volatile?
48:13 – The role of central banks
51:22 – Getting out of a period of high debt

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Hannah on LinkedIn and Read her Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:22 – Introduction to Hannah Ritchie
09:17 – How does Hannah describe herself and her work?
10:56 – How has global CO2 emission developed?
16:01 – How is China managing their intermittency problem?
19:10 – How does nuclear play a role for our future?
21:53 – Natural gas – a perfect bridge?
23:35 – Are EVs a viable solution for transportation?
26:55 – Addressing the criticism of EVs
30:31 – Why does a plant based diet have such a big environmental impact?
34:05 – Why organic farming methods and local meat isn't really sustainable
37:59 – Why is Ritchie skeptical about vertical farming?
40:50 – Can plastic be positive for the environment?
43:16 – Managing the plastic waste
47:27 – Importing and export plastic waste
49:38 – How to be an optimal data scientist
56:11 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Amy on LinkedIn and Read her Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:22 – Introduction to Amy Edmondson
10:27 – The importance of psychological safety
15:04 – The different types of failure
18:25 – Why do we fear to fail?
22:54 – The idea of reframing
25:04 – Practicing reframing
27:06 – Has the way students work changed?
30:25 – The dark side of the performance mindset
32:40 – Integrating feedback the right way
36:16 – The Stop. Challenge. Choose Method
41:02 – The key aspect of failing well
44:48 – How can we cultivate intelligent failure?
50:35 – Conceptualizing excellence in a new way
53:33 – Encouraging openness while maintaining intellectual property
56:33 – A philosophical perspective
01:00:36 – Key takeaways from Niels

by

Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Rob on LinkedIn and Read his Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:10 – Introduction to Rob Copeland and his book
04:37 – Copelands's relation to Ray Dalio and how the book started
09:14 – How Copeland reacted to lawsuit threats
11:03 – The logic behind the “baseball cards” concept
13:03 – How Dalio interpreted and rigged the outcome of the baseball cards
14:52 – How well known was Dalio's “rigged” rankings?
16:06 – How did Dalio's “trial” methods work?
21:03 – What can we learn from Ray Dalio's principles?
23:12 – How the MC Cycle functioned
27:55 – What is Dalio's core skill?
29:46 – Did Dalio believe in his own principles?
33:03 – Why Copeland is comfortable with his narrative about Dalio?
38:00 – Why don't we see a bigger footprint from Bridgewater in the markets?
40:57 – Did Bridgewater investors not notice?
44:30 – Key takeaways from Niels

by

Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Zongyuan on Twitter and Read her Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:18 – Introduction to Zoe Liu and her book
05:16 – Why did she write the book?
08:30 – The build-up of China's reserves
13:55 – The key institutions and how they evolved
19:40 – A real succes?
25:09 – The origin and history of the CIC
28:26 – The evolution of CICs investment strategy
34:15 – The next stage in their evolution
38:59 – The indirect investments of CIC
41:10 – An example of the power dynamics
44:16 – The role of SAFE
53:40 – A model worth imitating?
55:20 – Could this book be written today?
57:20 – Key takeaways from Niels

by

Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Neil on Twitter and Read his Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:15 – Introduction to Neil Howe
03:43 – What characterise each turning?
17:53 – A generation cliff
25:18 – The importance of the financial crisis in 2008
27:55 – Cycles are non linear
30:08 – Every crisis has a catalyst
35:56 – A polarised and divided world
41:29 – Can conflict bring us together?
48:30 – The outlook for war and conflict
52:12 – A millennial revolution
58:18 – Will boomers give up?
01:07:48 – How will society change?
01:19:57 – Key takeaways from Niels

by

Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Mark on Twitter & Read his Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:12 – Introduction to Mark Mills and his book
10:00 – What is meant by “the cloud”?
15:46 – The Cloud Revolution
21:44 – Collecting data with AI
28:10 – What is computational material and how is it used?
36:05 – Designing material with AI
40:08 – Getting more out of technology
48:43 – Working with robots
52:21 – Increasing productivity in health care
57:55 – Key takeaways from Niels

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