Charlie Rose interviews Jeremy Grantham
This lengthy [53:39] video is a must watch. Click on the image and video will open in a new window.
Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He co-founded Incredible Charts and writes the popular Trading Diary and Patient Investor newsletters.
Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.
Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.
He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.
A few critical areas that we need to focus on, that he forgot to mention. They are the health quality of people , soil (dirt) and water. In much of the world the decline in all three areas is being ignored.
Chris