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Episode TimeStamps:
02:31 - Introduction to Kiril Sokoloff
05:21 - Are we heading back to "normal"?
11:17 - Will China become an inflationary force?
14:30 - Is China still investable?
17:05 - A Chinese confidence crisis
18:45 - The outlook for inflation from a historical perspective
23:13 - What is going on in the oil market?
25:45 - What drives the shift towards solar energy in China?
27:57 - The move towards nuclear energy
29:55 - U.S vs. Europe vs. China
33:12 - How to position for the next 20 years
35:12 - Why is Sokoloff a fan of gold?
39:13 - A move away from the dollar
44:50 - Understanding the gold market
49:05 - How will AI impact the economy?
51:30 - India - the next China?
53:34 - How will the decarbonization evolve?
55:38 - Sokoloff's favorite contrarian calls
57:50 - Sokoloff's process for generation ideas
59:24 - Advice for other investors
02:02:03 - Thanks for listening