Learn Finance 101

In this episode let’s have a big, reflective conversation—recapping the series, diving deep into industrials winners, touching on cybersecurity tie-ins, and most importantly, giving you practical strategies for investing in de-globalization going forward. 

In a de-globalized world, no country wants to be at the mercy of someone else for oil, gas, or the minerals that go into batteries and chips. Int his episode we’re going to have a nice long conversation about why energy independence is core to de-globalization, how policies like ...  Show more

In this episode we cover everything before the twentieth century - roughly four thousand years of experimentation, from the first scratched forward contracts on Mesopotamian clay all the way to the global telegraph-linked bourses of the late 1890s. No computers. No Bloomberg term ...  Show more

Today we will focus on semiconductors. These tiny pieces of silicon are literally the brains of everything—phones, cars, AI data centers, weapons systems—and in 2025, they’ve become a national security obsession.Governments are throwing hundreds of billions at bringing production ...  Show more

That whole idea of countries and companies saying, “Hey, maybe we shouldn’t rely on one tiny island for all our chips, or one country for all our manufacturing.” It’s reshoring-bringing stuff back home. Nearshoring - moving it to friendly neighbours like Mexico. Friendshoring—wor ...  Show more