GM57: Navigating the Next Decade ft. Kiril Sokoloff

<p>Legendary strategist Kiril Sokoloff, founder and Chairman of 13D Research, joins Alan Dunne in this episode for a whirlwind tour of where Kiril sees the risks and opportunities in global markets over the next decade. Kiril outlines the reasons behind his belief that the secular bull market in bonds is over and a secular bear market is now underway. They discuss implications of climate change decarbonisation, the ageing global economy, rising debt levels and the growing risk of a significant derailment of the global economy from protectionism. Kiril explains why he is bullish oil, copper, uranium and gold and why gold mining stocks are the cheapest asset on the planet and his top contrarian call. They discuss China’s current economic challenges and why Kiril remains upbeat on the longer-term outlook for China and Chinese stocks but why there may be even greater opportunities in India. </p><p><strong>-----</strong></p><p><strong>50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - </strong><a href="https://dunncapital.com/DUNN%2050-Year%20Book-TTU" rel="noopener noreferrer" target="_blank"><strong>CLICK HERE</strong></a></p><p>-----</p><p><br /></p><p>Follow Niels on <a href="https://twitter.com/toptraderslive" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>, <a href="https://www.linkedin.com/in/nielskaastruplarsen" rel="noopener noreferrer" target="_blank"><strong>LinkedIn</strong></a>, <a href="https://www.youtube.com/user/toptraderslive" rel="noopener noreferrer" target="_blank"><strong>YouTube</strong></a><strong> </strong>or via the <a href="https://www.toptradersunplugged.com/" rel="noopener noreferrer" target="_blank"><strong>TTU website</strong></a>.</p><p><strong>IT’s TRUE </strong>? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written&nbsp;<a href="https://www.toptradersunplugged.com/Ultimate" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</p><p>And you can get a free copy of my latest book “<strong>Ten Reasons to Add Trend Following to Your Portfolio</strong>” <a href="https://www.toptradersunplugged.com/10-reasons-shownotes" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</p><p>Learn more about the Trend Barometer <a href="https://www.toptradersunplugged.com/resources/market-trends/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</p><p>Send your questions to&nbsp;<a href="mailto:info@toptradersunplugged.com%22%20%5Ct%20%22_blank" rel="noopener noreferrer" target="_blank">info@toptradersunplugged.com</a></p><p>And please <strong>share this episode</strong> with a like-minded friend and <strong>leave an honest Rating &amp; Review</strong> on&nbsp;<a href="https://www.toptradersunplugged.com/reviewttu" rel="noopener noreferrer" target="_blank"><strong>iTunes</strong></a>&nbsp;or <a href="https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW" rel="noopener noreferrer" target="_blank"><strong>Spotify</strong></a> so more people can discover the podcast.</p><p>Follow Alan on <a href="https://twitter.com/alanjdunne" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</p><p>Follow Kiril's work on <a href="https://www.13d.com/" rel="noopener noreferrer" target="_blank"><strong>13D</strong></a>.</p><p><strong>Episode TimeStamps: </strong></p><p><strong>02:31 -</strong> Introduction to Kiril Sokoloff</p><p><strong>05:21 - </strong>Are we heading back to "normal"?</p><p><strong>11:17 - </strong>Will China become an inflationary force?</p><p><strong>14:30 -</strong> Is China still investable?</p><p><strong>17:05 - </strong>A Chinese confidence crisis</p><p><strong>18:45 -</strong> The outlook for inflation from a historical perspective</p><p><strong>23:13 -</strong> What is going on in the oil market?</p><p><strong>25:45 -</strong> What drives the shift towards solar energy in China?</p><p><strong>27:57 -</strong> The move towards nuclear energy</p><p><strong>29:55 -</strong> U.S vs. Europe vs. China</p><p><strong>33:12 -</strong> How to position for the next 20 years</p><p><strong>35:12 -</strong> Why is Sokoloff a fan of gold?</p><p><strong>39:13 - </strong>A move away from the dollar</p><p><strong>44:50 -</strong> Understanding the gold market</p><p><strong>49:05 -</strong> How will AI impact the economy?</p><p><strong>51:30 -</strong> India - the next China?</p><p><strong>53:34 -</strong> How will the decarbonization evolve?</p><p><strong>55:38 -</strong> Sokoloff's favorite contrarian calls</p><p><strong>57:50 -</strong> Sokoloff's process for generation ideas</p><p><strong>59:24 - </strong>Advice for other investors</p><p><strong>02:02:03 - </strong>Thanks for listening</p><p>Copyright © 2025 – CMC AG – All Rights Reserved</p><p>----</p><p><strong>PLUS:</strong> Whenever you're ready... here are 3 ways I can help you in your investment Journey:</p><p><strong>1. eBooks that cover key topics that you need to know about </strong></p><p>In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. <a href="https://www.toptradersunplugged.com/resources/ebooks/" rel="noopener noreferrer" target="_blank"><strong>Click Here</strong></a></p><p><strong>2. 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