#41: Paul Hodges on Macro, Chemicals, and Innovation

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Dr Dark After Dark

Chris Dark

52 episodes

4 days ago

Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest

Investing

Business

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Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest

Investing

Business

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#41: Paul Hodges on Macro, Chemicals, and Innovation

Dr Dark After Dark

1 hour 9 minutes 38 seconds

5 years ago

#41: Paul Hodges on Macro, Chemicals, and Innovation

Super excited to have one of my most favourite macro analysts on the pod. Paul Hodges is a world-renowned expert on the Chemicals industry and Macro in general, and also the author of the pH Report. The Chemicals industry is the 3rd largest in the global economy and is interconnected with almost all physical products; the trends within it are one of the best leading macro indicators

We dive into the ticking demographic time bomb facing the world, and its many ramifications for people, business and governments. How COVID has changed most industries and now presents great opportunities for step changes in technology, and decentralisation - especially for budding entrepreneurs

The next 20 years will see far more new technology than the last 20 years as technology builds upon previous advances in an exponential manner, so it's healthy to not listen too much to people that say your latest 'crazy idea' is impossible!

As always, if you have any feedback good/bad/ugly please DM me on Twitter @Darky999