Highlights:
0:00:00 Welcome and context
0:02:40 The Jim Rogers way of identifying opportunities
0:07:16 What is your decision-making process like for investing?
0:10:15 What helps you understand what cycle are we going through now?
0:12:50 What mistaken beliefs are widely held right now?
0:14:51 What if governments can just keep printing money?
0:16:24 How does the MMT will end?
0:18:30 What looks inexpensive to you?
0:21:33 Thinking through the risks
0:24:01 What were the biggest opportunities through the pandemic?
0:28:05 What factors are you looking among the Asian countries?
0:31:21 How do you filter information?
0:32:56 What are the benefits of travel?
0:34:55 Is India interesting for investors?
0:35:37 What gets you most excited in the current markets?
0:36:29 Where can people find out more about you?
