Justus Parmar is the CEO of Fortuna Investments, an America-first venture capital firm, and Joey Magazine is a partner at Fortuna Investment and an elected official as Miami Beach Commissioner and Chair of the Finance Committee. They joined Phil Rosen on stage at Future Proof in California to discuss how to make investment decisions that align with policy, the sectors that should outperform in the current macro and geopolitical backdrop, and what ideas will win the next decade.
This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/
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Timestamps:
0:00 - Investing from policy
2:34 - Capital flight and midterms
4:06 - Uranium, rare earths, aerospace
6:02 - Sectors that survive policy
9:56 - America First vs. pure innovation
12:52 - What investors miss on policy
15:35 - Miami as Wall Street South
17:46 - Building Miami's ecosystem
20:13 - Government stakes in private companies
#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
