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This is so interesting how different your investing is now compared to 10years ago but very cool that you guys did this episode going over how everything has turned out.. respect this a lot!

Wow.. Full of BS here. I am willing to bet against this. Hv the balls to bet on it? I know the US always lies, cheats and steals but I didn't know even people in this video acts like this too.

❤❤🤝🤝🤝

So what were the returns?

People (and I mean regular people, be it rich or poor) would rather watch the world burn than take a hit on their level of comfort.

great as always

Great guest! Love your work

This guy has so much energy!

00:00:00 Energy transition fear shaping investment cycles. 00:01:14 Historical perspective on energy market cycles. 00:02:11 Emergence of China impacting energy demand. 00:03:34 Shift from peak oil concerns to shale oil abundance. 00:04:43 Sensible energy transition amidst market dynamics. 00:06:05 Impact of cyclical nature on energy supply. 00:15:50 Importance of fossil fuels in base load power. 00:20:24 China's significant role in global energy demand. 00:21:49 China's dominance in green technologies and energy transition. 00:22:01 Strategic importance of China in supplying key materials. 00:23:04 Shift in energy demand dynamics from China to India. 00:23:30 Concerns over supply constraints in green energy transition. 00:27:01 Impact of AI and data centers on energy demands. 00:27:54 Increasing electricity demand from data centers and crypto mining. 00:30:57 India's significant role in driving energy demand growth. 00:33:10 Importance of metals like steel and copper in energy transition. 00:37:19 Nuclear energy as a green base load power source. 00:40:08 Challenges and opportunities in uranium supply and investment. 00:43:28 Uranium mining industry overview. 00:45:05 Diverse investment approach in cyclical industries. 00:48:22 Importance of metallurgical coal in steel production. 00:51:32 Monitoring data points for energy investments. 00:52:50 Implications of China's economic activities on global markets. 00:54:49 Risks and uncertainties in energy investments. 00:55:22 Potential breakthrough technologies in energy sector. 00:56:51 Fusion energy and battery technology advancements. 00:58:14 Information on Geosphere Capital and investment opportunities.

Great podcast

Combustion is a source of harm.Now there is big pile of baloney.

a lot of things i do not agree with.yes i am a skeptic .

Fantastic video ❤

13fs are robbery.These guys are thinking all day for and about investments because that is their job and then the govt takes it after 30 days.Imagine if you had a song or an invention that you worked hard on then the govt makes it public domain! I think that is a crime.

I think using quality stock videos decrease the quality.

This is sooo amazing

Studying stupidity I think is an original idea by Charlie .No doubt others have thought along those lines but he is the only one i know who actually .enunciated it and it is a useful idea.

Lululemon has forced their tech teams to return to office in the Seattle area and folks, important folks, are leaving. One thing I loved about lululemon is how it always did good for their employees and I believed this pushed forward innovation. But now not so sure. Lululemon should think hard about its decisions going forward for both their customers and employees.

Does anyone know the net worth or the annual investment returns of Mr Mayer?

Does anyone know the net worth or the average annual investment returns of Mr Cassel?

Taiwan is somewhat willing to be taken over by China.

if someone says Assam Tea is the best, then that person hasn't ever tasted Darjeeling Tea. Anyway, great respect for Mohnish for the thoughts on life, investments and relationships.

Hey Kyle, thanks for amazing content. And yes you sold me this book - The Wealthy Gardener and I did use your link 🙂

Ask him if he knoows "fully baked" means high on weed...ha!

Do not worry about china economy, why worry about your own self 😮

This was an excellent interview with Mohnish

G.S Thank you for coming out as Pro-Genocide. Yups keep using your hidden influence to reaffirm the support for genocide events.

I love Kyle. He has an amazing point of view. I would really like to see him to do more interviews

What is the stock you own and where talking about?

There is opportunity in Egypt but she ignores the risk of showing one's face in Egypt. Jurisdictional Risk. China, Turkey, Egypt etc It could all disappear in an instant.

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Major league players earn a lot of unproductive activities. Then spend like crazy on unnecessary things. Get used to life detached from reality beyond the career span. They don't have to be smart to avoid bankruptcy. Just not being stupid. No economic knowledge required.

Can you do Old Dominion Freight Line, Inc.

Listening to this episode while gardening was amazing! It helped to make so more sense about the topics. Thanks

Which superpower is he talking about?

What a great interview! I saw you guys in podcast format and it was nice, sooo glad you are in RUclips too!!

Regarding Munger's $100,000...it's about $200 or $250,000 in today's dollars. He said this in the 90's.

Hard core Islamists parties are growing stronger in Erdogan’s Turkey? There is a gradual shift away from secularism. These are risks Mohnish does not seem to be factoring into his turkey involvements.

What of risks of Erdogan’s unorthodox economic policies, crashing the Lira? How is Mohnish factoring these risks?

In under one hour, this podcast contains an incredible concentration of distilled knowledge on saving, investing and how to achieve our dreams.

Great episode, thank you!

I had bought Rain Industries following him. Simply locked my funds without any appreciation for years.

Book giveaway ruclips.net/user/shortsv9YPELG6WGo?si=aP5WleSuerJen_ft

rewatching because it was So Good