Investing in a post-modern ‘super cycle’

This podcast episode delves into the impact of structural changes and super cycles on market returns. It discusses the shift from modern to post-modern cycles and lower returns for investors in equities due to factors like higher costs of capital, regionalization, and increased regulation. The discussion highlights potential opportunities in technology, such as artificial intelligence and renewable energy, as well as strategies for investing in a lower return environment, emphasizing long-term investment and compounding returns.