By Eric Peters, CIO of One River Asset Management
“I am looking for thematic ideas to build into our investment forum next spring. You have any ideas that will age well?” asked the CIO. And I had a few. I’ve written so much about the AI theme, and its sister, the energy infrastructure theme. So, we skipped those, though they’ll age well. And I’ve written plenty about the 10-year transition of the global financial system to blockchain rails which is now beginning in earnest. It has finally caught the market’s attention with the passage of the GENIUS Act and the Circle IPO. We skipped that too.
Here are 3 others:
