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Kandungan disediakan oleh Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Nick Colas

56:32
 
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Manage episode 367477388 series 2888103
Kandungan disediakan oleh Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Welcome back! Today my guest is Nick Colas, co-founder of the excellent DataTrek Research. DataTrek Research write a daily investment newsletter which I read religiously and I have found Nick and his co-founder Jessica to be two of the smartest people in markets who use data to understand both short-term market issues, but also give insight into long-term market trueisms.

In this investing tour-de-force, Nick and I cover the following topics:

  • What we historically need to have to fix the current inflation issue (hint: it rhymes with “Succession”)
  • What really drives stock markets higher and the impact of different countries policies
  • China – what is going on there at the moment and why is growth slow to come back
  • AI – what will be the impact of this technology not only on society, but the auto industry and crypto specifically.
  • And finally, we discuss volatility and how it become a very useful market timing tool – to buy, but not sell.

And make sure you listen to the very end where Nick shares his most profound learning on investing throughout his entire career. And I promise you it’s worth it.

If you are interested in subscribing to a free 2-weel trial to DataTrek Research, click on the link below

DataTrek Research: Colas/Rabe Market Newsletter

I hope you enjoy my conversation with Nick Colas.

Adam

  continue reading

37 episod

Artwork
iconKongsi
 
Manage episode 367477388 series 2888103
Kandungan disediakan oleh Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Welcome back! Today my guest is Nick Colas, co-founder of the excellent DataTrek Research. DataTrek Research write a daily investment newsletter which I read religiously and I have found Nick and his co-founder Jessica to be two of the smartest people in markets who use data to understand both short-term market issues, but also give insight into long-term market trueisms.

In this investing tour-de-force, Nick and I cover the following topics:

  • What we historically need to have to fix the current inflation issue (hint: it rhymes with “Succession”)
  • What really drives stock markets higher and the impact of different countries policies
  • China – what is going on there at the moment and why is growth slow to come back
  • AI – what will be the impact of this technology not only on society, but the auto industry and crypto specifically.
  • And finally, we discuss volatility and how it become a very useful market timing tool – to buy, but not sell.

And make sure you listen to the very end where Nick shares his most profound learning on investing throughout his entire career. And I promise you it’s worth it.

If you are interested in subscribing to a free 2-weel trial to DataTrek Research, click on the link below

DataTrek Research: Colas/Rabe Market Newsletter

I hope you enjoy my conversation with Nick Colas.

Adam

  continue reading

37 episod

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