Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs

James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative ‘megatrends’ poised to shape societies, economies, and the market’s distribution of returns for years to come. In this podcast we discuss: 

• Crossovers between emergency medicine and trading 
• Importance of a beginner’s mindset, humility, and learning from others 
• Macro and micro equals one feedback loop 
• Artificial intelligence as a megatrend 
• Wealth inequality and consumer behavior 
• Economic divide between top 10% and the rest, and its investment implications – especially in a downturn 
• Unique recession playbook 
• Investments that benefit from these themes 
• Tariffs and geopolitical risk 
• Mental health theme and small cap investing 
• From US dominance to Europe’s fiscal primacy – what Mario Draghi’s competitiveness plan signals 
• Book mentioned: The Alchemy of Finance (Soros) 
• You can follow James here.  

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