Show host Gene Tunny interviews former investment banker Will Nutting, who runs the investment newsletter "Nutstuff”, to discuss emerging investment opportunities in 2024 and beyond. Will explains how he focuses on unloved areas like coal, uranium and cannabis that many investors overlook. He also emphasizes the importance of factoring geopolitical risks into investments and outlines opportunities that he sees in gold, Bitcoin, distressed debt, and investments in Russia. Will discusses how paying attention to geopolitics can provide an investment edge and outlines his process for gathering insights from his extensive network. Please note that the discussion is meant to provide general information and not specific investment advice.

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About this episode’s guest Will Nutting

Will is the Founder and CEO of Nutstuff, a no-nonsense, investment newsletter with 2K+ subscribers, including CEOs and CFOs of some of the world’s biggest financial institutions, founders of the most exciting startups, investors at the highest performing funds across private and public markets, and HNWIs.

Will has been writing about and investing in markets since the 1990s, focusing on U.S. and global equities, and has had the good fortune to interact with and exchange ideas with many smart investors.

What’s covered in EP219

• Investment banking, media analysis, and providing a better perspective. (1:59)
• Geopolitics, equity research, and market trends. (7:32)
• Potential peace treaty between Russia and Ukraine. (13:24)
• Geopolitical tensions, global debt, and the future of Western nations. (16:53)
• Investment strategies and geopolitical risks. (22:51)
• Energy policy, ESG investing, and the future of fossil fuels. (28:31)
• Investing in various market caps, including small and mid-cap stocks. (34:01)
• Crypto investing and market trends. (36:29)
• Geopolitics, investing, and global markets. (42:30)
• Investing in distressed debt and real estate. (47:29)

Takeaways

• Will Nutting believes opportunities exist in unloved areas like coal, uranium, offshore drilling, and cannabis/marijuana stocks.
• Geopolitical risks like those in Ukraine, the Middle East, and China/Taiwan need to be factored into investments. 
• Distressed debt could provide opportunities if the economic situation deteriorates.
• Will is positioning for 2024 by focusing on gold, Bitcoin, commodities producers, and select technology companies.

Links relevant to the conversation

Will Nutting’s newsletter Nutstuff:

https://www.nutstuff.co.uk/

Thanks to Obsidian Productions for mixing the episode and to the show’s sponsor, Gene’s consultancy business www.adepteconomics.com.au. 

Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.