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If you don't watch/listen to the All-In Podcast then there is a serious gap in the resources you draw on for educational content. The caliber of the guys on here are out of this world and if you want to ensure you have a proper view of the world/generate some great investment ideas then this is a great source. On top of that, the amount of views on each of the Youtube videos is seriously lacking which means the majority of people are not following it, aka you have an edge with the information they talk about. 

https://www.youtube.com/channel/UCESLZhusAkFfsNsApnjF_Cg

Keep learning! Keep adapting! Always refine your edge!

Exceptional Thread from Cem Karsen on what went on yesterday and how it could impact retail flows. If you don't follow Cem then you need too!!!!

I recently finished The Changing World Order by Ray Dalio (he has it posted for free on his website). He frames the comparison of strength between world powers on 8 different factors all of which reinforce the others. The last of the factors to decline being reserve status. 

As I consider the facts laid out in the book, I am trying to bring them full circle connecting to a long term bullish emerging markets view. I thought Raoul’s framework from the January 7th RVDB was an interesting take on how this next year could play out. These century long cycles are so difficult to see when you’re going through them but when you look back at history there are really a lot of similarities. 

If anyone else has read the book or just has thoughts on the subject I would be curious to hear them? 

Link to the Book:

The Changing World Order