Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Dr. Alan O'Sullivan

๐Ÿ‘ค Speaker
1737 total appearances

Appearances Over Time

Podcast Appearances

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I think it's entitled, What Will 2025 Be Remembered For?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

And you're talking about catalysts.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

And we talk about, we think of 9-11 and we think, okay, that's an obvious catalyst.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

But maybe it was something else, which you'll talk about.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

And in 2008, the financial crisis, but perhaps it was something else.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

So can you maybe explore some of that?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I suppose for you then, Louis, and correct me if I'm wrong, the most important thing, is it the rollback withdrawal of the U.S.?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

Is it the removal of U.S.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

exceptionalism?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I know two of those aren't the same thing, but they're obviously linked.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I mean, U.S.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

exceptionalism was obvious between 2010 and 2020, disinflationary forces, all that stuff.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

But if we're talking about...

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

a withdrawal, a closing of the U.S.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

security umbrella, and as you say, mineral rights for support.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

Is that also tied in with this decline in U.S.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

exceptionism?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

Is that intrinsically linked?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I mean, there is evidence in what you're saying.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

Most recently, there's a lot of kind of strange things happening.