The BIGGEST Investment Idea I’m Betting Will OUTPERFORM For Decades

Investment Strategy - The core investment idea revolves around the expectation that governments will consistently print money, leading to currency debasement [7] - This strategy suggests investing in assets that are sensitive to global liquidity or benefit from currency debasement, such as Bitcoin, gold, and stocks [9] - The expectation is that Bitcoin could reach millions of dollars, gold could accelerate towards $10,000 per ounce, and stocks will continue to rise [8] - Cash and bonds are predicted to be losing trades for long-term holders under this scenario [9] Uranium Enrichment & Nuclear Energy - The United States previously enriched over 90% of the world's uranium during the Cold War, but now produces less than 0.1% and lacks domestic capability to enrich uranium beyond 5% [14] - General Matter, a new company, aims to establish a US-owned, privately developed uranium enrichment facility to address this issue [14] - The goal is to produce fuel for the next generation of nuclear energy and reduce reliance on foreign adversaries for nuclear power, which currently powers 20% of the US grid [14] Central Banking & Geopolitics - Central banking and warfare are closely linked, with the Bank of England established to raise and lend money to the government for war [24] - The establishment of central banks is often associated with the introduction of new taxes [25] - During World War I, key figures in the German central bank (Max Warburg) and the American Federal Reserve (Paul Warburg) were brothers [28][29]