In today's Exponential Investor...- The greatest trade
- Three key outcomes for the '20s
- Southbank Investment Research's biggest investor event ever!
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There's no escaping the fact that the most impactful events of today are taking place in or because of Ukraine. Russia's invasion is throwing all markets into turmoil.
The oil market has gone bonkers.
The gas market has gone bonkers.
The stock market, crypto market, and many stock markets, have all gone bonkers.
Wheat, rapeseed oil, copper, silver, gold and other commodities are all volatile and full of opportunity. If you're fast enough, you can get ahead of some of the massive moves that are taking place.
But these are all short-term trades that will swing on the events of a war.
Deal with markets like that at your own peril!
What is very clear, though, is that there are some key outcomes that will forever change the direction of this decade.
Of those outcomes, three really stand out for their importance.
Energy independence: governments in Europe know that pinning your energy hopes to an authoritarian regime like Putin's Russia is no longer plausible. That means figuring out how to ensure the energy security of their own countries at
any cost.
Military strength: already Germans are open to greater military spending in that economy. Expect that expenditure to flow widely. When bills pass parliament for bigger and better military spending, don't expect too much opposition.
Financial control: there will be a greater push from governments in "democracies" to control money with central bank-backed digital currencies. This is brewing as a power grab that a war conveniently provides justification for.
But, let us just consider for a moment the subject of energy independence. Never before has there been a more important time to identify what are the opportunities and – more importantly – the best way of accessing them. Whatever else happens in the '20s, it will not likely be as large as the drive for energy independence.
In today's
Exponential Investor podcast we look at these questions.
You can access today's episode here..
Watch out too for our Climate Tech Fortunes Summit, which will begin in the next few days. The summit is a week-long investor briefing with interviews with some of the finest minds in energy markets out there today.
The series is
free. All you need to do to get access is to
place your name down here to secure your spot on our guest list.
With everything that's going on in the world, this five-day series of interviews is of the highest importance. You don't want to miss it.
Until next time…

Sam Volkering and Kit Winder
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