Скачать или смотреть Kerr Neilson on Oil Shocks and Why Gold Will Hit $8,000

Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings.

He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets.

Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world.

His message is clear. The biggest opportunities often lie where capital has been scarce.

00:00 Introduction
01:18 Why Return To Funds
03:22 Uncorrelated Quant Fund
04:26 ETFs Vs Active Paradox
07:09 Contrarian Investing Playbook
10:24 Portfolio: Samsung & Metals
12:59 Gold And Platinum Bull
14:21 Dollar Decline Emerging Markets
18:20 Commodities Supercycle
21:05 Oil Supply Market Risk
23:56 Invest In “Atoms”
25:38 Adviser Takeaway

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
0.50 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour)

Complete the quiz here to claim your points (https://equitymates.com/episode/kerr-...)

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