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 founded PVT Capital (AFSL number 546090), which provides income and growth strategies to wholesale clients.
Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.
Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.
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.
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