Andrew Stotz returns to discuss World War 2.5! Having moved from the U.S. to Thailand in 1992, Stotz has extensive experience in the Thai stock market and now runs A. Stotz Investment Research. Stotz shared his perspective on U.S. dominance in Europe, the growing tension with China, and the shift of global resources, particularly in Africa. He also highlighted the increasing complexity of international compliance regulations driven by Europe's green energy transition. Learn how all this significantly impact global markets and developing nations.
Today we discuss...
How Andrew began a career as a sell-side analyst in 1993.
Andrew's 20 years in the Thai stock market and where his experiences led him.
Andrew's podcast My Worst Investment Ever, focusing on lessons from financial failures.
The U.S.'s dominance over Europe and the ongoing geopolitical tensions.
The potential collapse of the U.S. market and dollar is a concern for investors outside America.
Uncertainty about the timing and severity of the anticipated recession.
The strategic economic moves of China, particularly in Africa, and its implications for global power dynamics.
The discussion includes the complexities of China's role in global capitalism and its interactions with the U.S. and Europe.
Europe is criticized for exporting strict compliance and regulations, particularly around green energy, impacting global trade and development.
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