))
Nick Colas
Manage episode 367477388 series 2888103
Content provided by Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson 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.
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
37 episodes
Share
