The #1 Variable That Determines Your Investment Returns скачать в хорошем качестве

The #1 Variable That Determines Your Investment Returns

The same asset class returned +13% annually during 1970s stagflation—and lost 25% in 2022. Same country. Same interest rate risk. Same inflation dynamics. Completely opposite outcomes. Why? Because most investors optimize for one environment and get destroyed when the regime shifts. In this video, I break down: → The 4 macro regimes that actually drive investment returns → How to identify which regime you're operating in → What works (and what gets destroyed) in each environment → Where I think we are right now—and what's coming next Timestamps: 0:00 - The 1970s vs 2022 Paradox 2:18 - Why Investors Get Destroyed 4:40 - The Four Regimes Framework 5:25 - Regime 1: Goldilocks (2010-2019) 8:00 - Regime 2: Stagflation (1973-1982, 2022-2024) 14:00 - Regime 3: Deflationary Bust (2008-2011) 20:00 - Regime 4: Financial Repression (1946-1951, 2020-2021?) 27:30 - Where Are We Now? 30:00 - How to Position Across Regimes 📄 Full article with additional data: https://thetimelessinvestor.substack.... The second owners always win. The question is whether you're positioned to be one of them. — 📩 Newsletter: https://thetimelessinvestor.substack.com 💼 LinkedIn:   / arievangemeren   🐦 X/Twitter: https://x.com/TimelessArie