DiscoverGlobal Macro UpdateThe Years of Plenty
The Years of Plenty

The Years of Plenty

Update: 2025-02-13
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My friend Jacob Shapiro is back, and he sees ample opportunities for investors who can tune out white-noise media. “For the next five, 10 years, these are the years of plenty.”  We also cover economic resiliency, US energy security, and the ripple effects of tariffs on US-China relations.

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The Years of Plenty

The Years of Plenty