Buying the dip.

Is it all it’s cracked up to be?

Or if you’re a billionaire, do you get so deep into a position all you can ever do is just buy your own dip?

Ego, hubris, an innate desperation to be proven right… these are the hallmarks of many of the world’s most reputable (and some of the most notorious) investors.

But ultimately there comes a time when they will be proven right or wrong.

A day of reckoning if you will.

This time around we’re looking at two heavyweight giants of the investing world.

In one corner is the esteemed bull-run magician, tech investing genius, Cathie Wood and her ARK Invest funds.

In the other corner stands Michael Burry, famous for betting and winning big during the 2008 market crisis. He called it early then and won.

But now he’s saying Wood’s funds are no good. He thinks that she’s going to be wrong.

Of course, she disagrees and is adamant her thesis will be proven right.

So who wins? Whose side are you on? How does this impact your own investment strategy?

There is so much to think about and consider…which we do in today’s Exponential Investor podcast.

We also ask why is Michael Saylor, CEO of MicroStrategy a “giga-Chad” and just how big an impact is PayPal’s move into crypto in the UK?

For instance, is PayPal crypto in the UK a genuine threat to the domestic financial services industry?

For more great content from Exponential Investor go to: https://www.exponentialinvestor.com/

Clean, green, renewable energy…our saviour!

Wind, solar, hydro, geothermal, these are the answers to the world’s reliance on dirty fossil fuel energy.

These are key energy sources for the great green energy transition.

However…

What if they’re not the answer?

What if these are just a temporary fad, a steppingstone, to an energy future that many believe will never exist?

What if this week we saw the spark (literally) that could kick off the most exciting development in energy technology the world has ever seen?

And, what if this massive development means the death of wind, solar, hydro, geothermal…and oil, gas, coal and all energy sources you’ve come to know today?

In short, if there’s an area of investment you want to be paying attention to it’s this one, which we explore in today’s Exponential Investor podcast.

We ask the question, what does our world look like in a post-scarcity economy.

We consider how disruptive this new development could be to energy markets. And we highlight for investors which segments of the market you should be thinking about with greater focus to seize the opportunities this may present.

Click play to get the answers now.

Sam and Kit look at the lithium market to see if there’s still an opportunity and what investors should do.

This comes off the back of a major partnership from a UK based mining company that’s looking to mine for “EV metals” in Greenland.

This partnership means billionaires like Bill Gate and Jeff Bezos (through their investment funds) will be getting into the EV metals space in a big way.

Of course to find out which company on the London Stock Exchange we’re talking about you’ll need to tune in…

We also look at the impact on the energy market a fall in demand for oil will have.

China is shifting into further lockdowns due to the spread of the “Delta” variant of the Covid-19 virus.

That means a huge drop in the number of flights in and around China. Furthermore, the whole Asia and Oceania region is almost like a no-fly zone right now.

What impact is this going to have on the oil price and what can investors do about it?

Lots to cover, plenty to think about and unpack.

Click play to get the answers now.

Today we answer:

What is Binance and Tether?

And.

What happens if Binance and Tether fail?

If you’re getting into the crypto markets, then you’ll come across exchanges and stablecoins.

These are commonplace in crypto.

Exchanges obviously allow you to buy, sell, swap crypto. These help support a thriving, functional market for various crypto.

Stablecoins are crypto that are pegged, tied to…tethered to fiat-currency like USD or GBP or EUR.

One of the biggest exchanges in the world is Binance. One of the biggest stablecoins in the world is Tether (a USD stablecoin).

Together they are giants in the crypto market. But there is a lot of conjecture as to their credibility, trustworthiness and stability.

Some suggest they are frauds and scams. A lot of this is based on puddle deep information and a lack of understanding of the wider crypto ecosystem.

But also, where there’s smoke there’s still often a bit of fire at least. And both have undertaken practices that do call into question just how viable long term they might be.

If they are proven to be frauds, or scams, or worse…they fail…what impact would this have to the crypto market. Is Binance the “Lehman Brothers” of the crypto world? Is Tether the Enron in the room?

Or is it all a storm in a teacup?

Well in this week’s Exponential Investor Podcast we deep dive into what is going on here, what might happen, what could happen in a worst case scenario and what we really think is going on.

It’s enthralling, exciting and gives you the real story about Binance and Tether the mainstream simply fails to tell you about.

Today we tackle the electric vehicle (EV) sector and ask some questions about what’s really going on in the sector and is the death of oil really what to expect?

For example, you might think that EV sales are outpacing all others.

But that’s just simply not the case. In fact, there are two other kinds of vehicle that are far outselling EVs and capturing more of the car market.

Why is that so? What does that mean for consumers, the oil industry and the EV industry?

Also for an investor, what angle should you be looking at to play this?

Of course the bigger issue seems to be the shift to net zero… or is it zero carbon… or is there confusion between the two?

And what do floods in Germany, China and the UK have to do with mice plagues and ultimately a boom in the British wine industry?

We cover all these questions and more in today’s Exponential Investor podcast.

Today we discuss the latest inflation data which has “surprised” many commentators in the US and the UK, and the political paradox at the heart of the mortgage-backed securities market.

Finally, we move on to the sad news coming out of South Africa, and wonder whether the conditions which made the violence and rioting likely there, might be replicated elsewhere too.

I hope you enjoy it…

Opportunities in the oil markets and some concerns about the solar market.

Our guest host, Boaz Shoshan, believes oil prices are likely to head higher than $100 per barrel, and I was keen to hear whether he thought this would be a positive for the shift to electric cars and renewables.

He, meanwhile, was intrigued by some of the tensions in the solar industry, where what’s best for the energy transition isn’t necessarily what’s best for the companies' bottom lines…

Today we answer, what works best in the market... ?

Being a stock picker?

Or

Being an asset class picker?

Also, how do you balance picking stocks with the bigger trends and momentum plays in the market?

Do you ride the short-term wave of mainstream movements, or do you take a contrarian view and weather the rocky road longer term?

Lots of readers ask us about asset selection and picking individual winners, so this week we answer those questions and deep dive into our methodologies and processes.

If you’ve ever wondered how we go about uncovering, selecting and building a view on stocks and investment opportunities, then you don’t want to miss this week’s Exponential Investor Podcast.