ALO37: Investing in the New World Order ft. Charles-Henry Monchau

Charles-Henry Monchau joins Alan Dunne to discuss how geopolitics, artificial intelligence and structural economic shifts are reshaping global investing. They explore the AI supercycle, the changing balance between the US, China and Europe, sovereign debt, inflation, commodities and the future of asset allocation. Charles explains why investors should focus on long-term structural themes rather than short-term market noise and why the biggest opportunities may lie beyond the current AI infrastructure boom. The conversation also examines Europe’s competitiveness, China’s innovation strategy and the risks that could define the next phase of the investment cycle. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE [https://dunncapital.com/DUNN%2050-Year%20Book-TTU] ----- Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/]. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate]. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes]. Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/]. Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank] And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast. Follow Alan on Twitter [https://twitter.com/alanjdunne]. Follow Charles on LinkedIn. [https://ch.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096] Episode TimeStamps: 00:00 - Charles-Henry Monchau's path into investing 03:49 - The new geopolitical order and global investing 09:02 - Is artificial intelligence inflationary or deflationary? 12:49 - The AI CapEx supercycle and future market winners 18:41 - Are markets in an earnings bubble? 21:27 - Capital spending, debt issuance and market liquidity 25:22 - Sovereign debt and the future of asset allocation 28:13 - Gold, fiscal dominance and reserve currencies 32:27 - Kevin Warsh and the future of the Federal Reserve 40:36 - China's innovation strategy and investment o