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Exploring Investment Opportunities in 2024 and Beyond, w/ Will Nutting, Nutstuff - EP219
Manage episode 390371114 series 2659502
Content provided by Gene Tunny. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gene Tunny or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Show host Gene Tunny interviews former investment banker Will Nutting, who runs the investment newsletter "Nutstuff”, to discuss emerging investment opportunities in 2024 and beyond. Will explains how he focuses on unloved areas like coal, uranium and cannabis that many investors overlook. He also emphasizes the importance of factoring geopolitical risks into investments and outlines opportunities that he sees in gold, Bitcoin, distressed debt, and investments in Russia. Will discusses how paying attention to geopolitics can provide an investment edge and outlines his process for gathering insights from his extensive network. Please note that the discussion is meant to provide general information and not specific investment advice.
Please contact us with any questions, comments and suggestions by emailing us at contact@economicsexplored.com or sending a voice message via https://www.speakpipe.com/economicsexplored.
About this episode’s guest Will Nutting
Will is the Founder and CEO of Nutstuff, a no-nonsense, investment newsletter with 2K+ subscribers, including CEOs and CFOs of some of the world’s biggest financial institutions, founders of the most exciting startups, investors at the highest performing funds across private and public markets, and HNWIs.
Will has been writing about and investing in markets since the 1990s, focusing on U.S. and global equities, and has had the good fortune to interact with and exchange ideas with many smart investors.
What’s covered in EP219
- Investment banking, media analysis, and providing a better perspective. (1:59)
- Geopolitics, equity research, and market trends. (7:32)
- Potential peace treaty between Russia and Ukraine. (13:24)
- Geopolitical tensions, global debt, and the future of Western nations. (16:53)
- Investment strategies and geopolitical risks. (22:51)
- Energy policy, ESG investing, and the future of fossil fuels. (28:31)
- Investing in various market caps, including small and mid-cap stocks. (34:01)
- Crypto investing and market trends. (36:29)
- Geopolitics, investing, and global markets. (42:30)
- Investing in distressed debt and real estate. (47:29)
Takeaways
- Will Nutting believes opportunities exist in unloved areas like coal, uranium, offshore drilling, and cannabis/marijuana stocks.
- Geopolitical risks like those in Ukraine, the Middle East, and China/Taiwan need to be factored into investments.
- Distressed debt could provide opportunities if the economic situation deteriorates.
- Will is positioning for 2024 by focusing on gold, Bitcoin, commodities producers, and select technology companies.
Links relevant to the conversation
Will Nutting’s newsletter Nutstuff:
Thanks to Obsidian Productions for mixing the episode and to the show’s sponsor, Gene’s consultancy business www.adepteconomics.com.au.
Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.
251 episodes
Share
Manage episode 390371114 series 2659502
Content provided by Gene Tunny. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gene Tunny or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Show host Gene Tunny interviews former investment banker Will Nutting, who runs the investment newsletter "Nutstuff”, to discuss emerging investment opportunities in 2024 and beyond. Will explains how he focuses on unloved areas like coal, uranium and cannabis that many investors overlook. He also emphasizes the importance of factoring geopolitical risks into investments and outlines opportunities that he sees in gold, Bitcoin, distressed debt, and investments in Russia. Will discusses how paying attention to geopolitics can provide an investment edge and outlines his process for gathering insights from his extensive network. Please note that the discussion is meant to provide general information and not specific investment advice.
Please contact us with any questions, comments and suggestions by emailing us at contact@economicsexplored.com or sending a voice message via https://www.speakpipe.com/economicsexplored.
About this episode’s guest Will Nutting
Will is the Founder and CEO of Nutstuff, a no-nonsense, investment newsletter with 2K+ subscribers, including CEOs and CFOs of some of the world’s biggest financial institutions, founders of the most exciting startups, investors at the highest performing funds across private and public markets, and HNWIs.
Will has been writing about and investing in markets since the 1990s, focusing on U.S. and global equities, and has had the good fortune to interact with and exchange ideas with many smart investors.
What’s covered in EP219
- Investment banking, media analysis, and providing a better perspective. (1:59)
- Geopolitics, equity research, and market trends. (7:32)
- Potential peace treaty between Russia and Ukraine. (13:24)
- Geopolitical tensions, global debt, and the future of Western nations. (16:53)
- Investment strategies and geopolitical risks. (22:51)
- Energy policy, ESG investing, and the future of fossil fuels. (28:31)
- Investing in various market caps, including small and mid-cap stocks. (34:01)
- Crypto investing and market trends. (36:29)
- Geopolitics, investing, and global markets. (42:30)
- Investing in distressed debt and real estate. (47:29)
Takeaways
- Will Nutting believes opportunities exist in unloved areas like coal, uranium, offshore drilling, and cannabis/marijuana stocks.
- Geopolitical risks like those in Ukraine, the Middle East, and China/Taiwan need to be factored into investments.
- Distressed debt could provide opportunities if the economic situation deteriorates.
- Will is positioning for 2024 by focusing on gold, Bitcoin, commodities producers, and select technology companies.
Links relevant to the conversation
Will Nutting’s newsletter Nutstuff:
Thanks to Obsidian Productions for mixing the episode and to the show’s sponsor, Gene’s consultancy business www.adepteconomics.com.au.
Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.
251 episodes
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Similar to Economics Explored
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
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continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
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A little show about big ideas. From the people who make Planet Money, The Indicator helps you make sense of what's happening today. It's a quick hit of insight into work, business, the economy, and everything else. Listen weekday afternoons. Try Planet Money+! a new way to support the show you love, get a sponsor-free feed of the podcast, *and* get access to bonus content. You'll also get access to The Indicator and Planet Money Summer School, both without interruptions. sign up at plus.npr. ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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