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

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Learn more about their 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 – Welcoming back Koen De Leus & Philippe Gijsels
04:05 – What is multi globalization and how does it apply to today's global economy?
11:57 – Is it safe for European companies to rely on U.S tech?
19:01 – The future of Europe
24:52 – The forces driving gold
29:04 – Investing in the physical metals vs investing in the miners
31:08 – How climate changes impacts raw materials like copper
37:36 – How the energy transition impacts investor sentiment
42:32 – When will AI make an impact on productivity?
48:44 – Start investing in yourself

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Kenneth on X 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:

02:01 – Introduction to Kenneth Rogoff
03:04 – What is at stake if the dollar loses its dominance?
09:13 – How Trump tariffs are destroying the dollar
13:27 – What are the alternatives to the dollar dominance?
19:18 – How increased military spending could strengthen the European currencies
27:19 – The Chinese Yuan is evolving
36:01 – The potential for alternative stable coins
43:25 – The perks of currency dominance
44:26 – Why dollar dominance gives us lower rates
52:05 – Are we entering a new era of currencies?
54:55 – What form will the financial repression take?
59:24 – How Rogoff would deal with the U.S debt
01:03:21 – We are gambling on rates
01:06:31 – Its time for the profession to wake up

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Daryl on X 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:

02:26 – Introduction to Daryl Fairweather
07:30 – Choosing games and assessing probabilities
13:14 – How do you know if your boss is a jerk?
14:03 – Why it is important to be aware of how you present your resumé
16:23 – What happens when algorithms take over the hiring process
17:19 – Should you de-emphasize your resume if you are overqualified for a job?
19:22 – A real life example of recency bias
22:34 – How to minimize recency bias when designing systems
24:42 – How to master the promotion process through backward induction
28:26 – The key steps to get promoted and get higher salaries
29:40 – Fairweather's approach to negotiating salaries
36:46 – Why men and women should handle workplace conflicts differently
39:27 – How Fairweather would solve the challenges of the housing market
43:21 – Reflecting on the new Californian housing laws
47:10 – What was Fairweather's favorite chapter in her book?
47:50 – What did she exclude from the book and why?
48:23 – What is the target audience for the book?
49:28 – Why is the book called “Hate the Game”?

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Follow Niels on Twitter, LinkedIn and YouTube.

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Learn more about Leah on her website 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:

02:23 – Introduction to Leah Rose Downey
08:36 – A comic flimsy ground
10:34 – Examples of the tension between legislators and Fed
15:21 – Legislators have become a weak economic muscle
19:32 – The complexity of tax policy
25:19 – A better way to manage a central bank
32:08 – The monetary system is like a set of pipes
34:00 – Why efficiency is not always the top value
37:42 – The core philosophy behind Downey's project
40:42 – Why there is a need for a rechartering discussion
44:34 – Should the US economic system be more democratic?
50:20 – “To sustain a democracy over time, the future must be uncertain”
53:55 – Investors should take democratic politics more seriously

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Edward on X 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:

02:14 – Introduction to Edward Fishman
08:24 – The failures of economic warfare
14:04 – What Stuart Levy can teach us about economic
19:26 – Who even want to work at banks nowadays?
22:10 – The most successful sanction in modern times
27:02 – The dangers of sanctions, export controls and tarifs
32:56 – What is a denial order and why is it such a powerful tool?
37:52 – What is the entity list and what is it used for?
38:55 – Technology chokepoints and the challenges they pose
46:08 – The secret to the American success
48:29 – Is the price cap on Russian oil actually working as intended?
53:31 – The oil market is changing
55:17 – Where is the global economy heading?

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Julia 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:

02:29 – Introduction to Julia Lane
03:42 – We need to rethink how we generate trustworthy data
12:49 – How does data collection look like in the U.S?
18:14 – How do we find out what firms are working in artificial intelligence?
24:53 – How Lane believes we can solve the challenges of collecting trustworthy data
30:38 – How you maintain trust from an operational point of view
32:38 – What we can learn from the New Zealand data collection system
35:57 – How confident can we be in the economic data
38:26 – We need a standardised approach to data collection
40:10 – Lane's future plans for solving the challenges of data collection

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Daniel 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:

02:09 – Introduction to Daniel Crosby
07:55 – What caused Crosby to write his book?
11:28 – How would Crosby like people to read his book?
13:40 – Does there exist a perfect moment to invest?
17:19 – Crosby's perspective on valuations
21:08 – Does it makes sense to use financial advisors?
25:33 – Taking the worst case off the table
30:00 – How to achieve psychological, financial safety with a low budget
32:25 – The relationship between fees and performance
34:47 – Giving your accounts a purpose
38:04 – The name of your accounts matters
41:23 – We have been wrong about will power
45:01 – Off-loading your mental bandwidth
46:42 – The cheat meal of your financial life
48:03 – Are we thinking too much about happiness?

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Carola 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:

02:14 – Introduction to Carola Binder
03:20 – How did she approach her research?
07:55 – What does inflation historically mean?
11:19 – How the view on paper money has changed over time
16:25 – How the role of the Fed has evolved historically
22:35 – How gold has impacted the
24:17 – Controlling paper money – advancing democracy or centralizing power?
29:16 – Is 2% inflation the wrong target?
35:27 – Incorporating asset prices into central bank decision making
40:29 – How does Binder measure inflation expectations?
47:10 – Has inflation expectations risen since the Covid19 period?
49:57 – Does the high governmental debt imply a high inflation period ahead?

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Richard 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:

02:04 – Introduction to Richard Holden
06:06 – A whole year without cash
08:08 – What are the benefits of cash?
12:40 – The implications of a cashless society
23:53 – A big hurdle
26:04 – Building a better mouse trap
28:08 – Dealing with the U.S. banking regulation
31:13 – The Fed Coin – How could it work?
38:11 – The dark side of the Fed Coin
41:36 – How the borrowing process works in banks
44:55 – How would the Fed control credits?
51:56 – Is Holden working with the Australian government?

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Philipp 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:

02:07 – 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?