In an age when investors obsess over quarterly earnings, AI hype, and the Federal Reserve, it’s easy to overlook what actually makes the global economy tick: the inputs that power, build, and sustain growth.

By David Tepp

Published in Advisor Perspectives October 13, 2025

Sources:

• Absolute Strategy Return, “From Weaponised Trade to Weaponised Capital:, written by Ian Harnett, April 3, 2025
• Absolute Strategy Return, “Controversies, Convictions & Context #4”, written by Ian Harnett and David Bowers, May 8, 2025
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