Michael Strobaek’s Post

Peak Investment Advice in a World of Traditional Economics As the global economy navigates uncharted territories, investors seek peak investment advice to safeguard their wealth. However, traditional economics, rooted in outdated assumptions, often misguides investors, perpetuating a cycle of boom and bust. The Limits of Traditional Economics Traditional economics relies on flawed assumptions: - Efficient markets - Rational behavior - Infinite growth These assumptions ignore the complexities of human behavior, environmental degradation, and resource constraints. The Failure of Peak Investment Advice Traditional investment advice, based on modern portfolio theory, focuses on: - Diversification - Risk management - Maximizing returns However, this approach neglects the nuances of peak global resources, climate change, and social inequality. A New Paradigm for Peak Investment Advice To truly safeguard wealth, investors must adopt a new paradigm, considering: - Sustainable resource management - Environmental, social, and governance (ESG) factors - Impact investing - Long-term thinking Breaking Free from Traditional Economics Investors must recognize the limits of traditional economics and embrace a new era of peak investment advice, prioritizing: - Systems thinking - Interdisciplinary approaches - Collective well-being - Planetary boundaries Conclusion Peak investment advice must evolve to address the complexities of a resource-constrained world. By transcending traditional economics and embracing a new paradigm, investors can ensure a prosperous future for all. #PeakInvestmentAdvice #TraditionalEconomics #SustainableInvesting #ESG #ImpactInvesting #SystemsThinking #PlanetaryBoundaries #CollectiveWellbeing #LinkedInThoughtLeadership

The Influence of Macroeconomics on Investment Strategy: What Investors Need to Know #Markets #Economy #investing #money #bankingindustry #productivity #bestadvice #businessintelligence #Innovation #Management #Technology #Entrepreneurship #Startups #VentureCapital #Economics #strategy #business #artificialintelligence #socialentrepreneurs

The world post #COVID is driven by security rather than economic considerations, but this doesn’t mean we will head down the path of #deglobalisation, Amber Rabinov, Head of Macro Research at AustralianSuper says. https://lnkd.in/g5N77-uU #macroeconomics #geopolitics #geopoliticalrisk #riskmanagement #investments #investmentstrategy

Investment portfolio positioning in light of excessive government indebtedness, distortive #monetarypolicy, and geopolitical uncertainty requires a strategic approach. Mauldin Economics and his partner David L. Bahnsen make a compelling case for dividend growth equities to help mitigate downside risk while maintaining long term upside growth. #investments #portfoliostrategy #debt #geopolitics #economics #riskmanagement Crisis Cycle Investing - Mauldin Economics https://lnkd.in/gjn3u58U

In our latest viewpoint, Graham Capital Management highlights that it's still an opportune time to consider in global #macro to build portfolio resilience. #alternativeinvestments #globalmacro #macroeconomics

In a recent article, McKinsey posits that there are four plausible scenarios for how global economics might unfold in the next decade - and offers advice on how companies can chart a course. https://lnkd.in/gvPzv56a About RiskLogix: https://lnkd.in/dRXAzuux enquiries@risklogix-solutions.com 44 207 377 2250 #globaleconomics #operationalriskmanagement

https://lnkd.in/dPKmG9Ci very relevant article of Chiranjivi CVS , linking macroeconomic developments to investment scenario

Goldilocks economics - as we continue through corporate earnings and the monthly economic readings, let’s consider the bowls of porridge of three global economies to get a taste for how each might be faring so far https://lnkd.in/gEkTwQ9u #weeklydigest #economics #centralbanks

Global economics 2023 - A brief idea for constructing future business policy Find the article here: https://lnkd.in/debNsK_t #economicnews #economicrecovery #worldeconomy #jollyclamps

I know a lot of you have thought about this... Well here's abrdn 's take on Economics (Taylor's Version) 💹 The article shows how Taylor Swift’s #ErasTour, which spans across 10 albums and 4 continents, has created positive spillovers for various sectors and regions. 🌍 The article also discusses why emerging market economies may benefit from Taylor's influence and fan base, as they are experiencing rapid growth and transformation. You can read the full article here: https://ow.ly/w2aP50Qzspj #abrdnInsights #economics #TaylorSwift #emergingmarkets