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