Follow Cem on Twitter.
Follow Peter on Twitter.
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.
00:00 - Intro
03:05 - Peter’s background
05:36 - Why socionomics is important to understand and follow
14:27 - How to determine Confidence in Central Banks
17:26 - Accumulated exhaustion, and what this means
25:35 - Crypto - a betrayal?
37:55 - Expected and Un-Expected Inflation - a sign of Scarcity
46:01 - A potential Massive Market Cycle Top?
51:33 - Heading towards deglobalization
01:02:54 - Global Fragmentation
01:12:24 - Confident decision making
01:16:21 - Thanks for listening