IL29: Technology: The Economic Dynamite ft. Mark Mills

IL29: Technology: The Economic Dynamite ft. Mark Mills

In this episode we welcome back Mark Mills, author of The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020’s. Mark was a guest on the show one year ago and many of the predictions he made then have come true. We revisit his view that simultaneous improvements in information, materials and machine technologies are about to unleash an economic boom. He explains the surge in power consumption related to AI and why this should not serve as a brake on its adoption if we employ sensible energy policies. He also discusses why mining will continue to expand and how manufacturing across all industries is evolving to be more like a service.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Kevin on SubStack & read his Book.

Follow Mark on Twitter and read his book.

Episode TimeStamps:

02:21 - Introduction to Mark Mills

09:05 - What causes revolutions?

12:27 - How Artificial Intelligence will impact the energy sector

22:02 - Should we be worried about the energy consumption of AI?

29:10 - Are renewables and recycling a viable solution?

37:37 - Putting Mills in the shoes of a mining director

44:13 - The future of battery technology

48:48 - Manufacturing as a service - the new ecommerce?

52:39 - How choke points in manufacturing will challenge the economy

56:16 - Is the economy stronger than we think?

Copyright © 2025 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

Episoder(913)

SI324: Embracing Uncertainty using Adaptive Models ft. Richard Brennan

SI324: Embracing Uncertainty using Adaptive Models ft. Richard Brennan

Today, we dive deep into the complex dynamics of global markets and the often overlooked risks that can accumulate during periods of apparent stability. Together with Richard Brennan, we discuss the r...

30 Nov 20241h 9min

GM75: Macro Mastery: The Hedgeye Approach ft. Keith McCullough

GM75: Macro Mastery: The Hedgeye Approach ft. Keith McCullough

Keith McCullough, Founder and CEO of Hedgeye Risk Management, joins Alan Dunne in this episode for an in-depth look into Keith’s distinctive approach to global macro analysis and tactical trading. The...

27 Nov 20241h 2min

SI323: From Politics to Profits: How Regime Changes Affect Your Portfolio ft. Cem Karsan

SI323: From Politics to Profits: How Regime Changes Affect Your Portfolio ft. Cem Karsan

Together with Cem Karsan we explore the current investment landscape, with a particular emphasis on the volatility and dispersion of market correlations as we approach the end of the year. We discuss ...

23 Nov 20241h 13min

OI11: Avoiding the Herd: A Different Path to Alpha ft. Jerome Callut

OI11: Avoiding the Herd: A Different Path to Alpha ft. Jerome Callut

In today’s episode Moritz Seibert is joined by Jerome Callut, one of the founders of DCM Systematic, a quantitative hedge fund based in Geneva, Switzerland. DCM Systematic aims to produce returns that...

20 Nov 202458min

SI322: Market Narratives and the Unpredictable Alpha ft. Mark Rzepczynski

SI322: Market Narratives and the Unpredictable Alpha ft. Mark Rzepczynski

In this episode, Mark Rzepczynski joins Alan Dunne to explore narratives, rationality, and behavioral uncertainty, particularly in the context of trend following. They discuss recent market trends in ...

16 Nov 20241h 7min

IL32: Unpacking Inflation: What History Teaches Us About Today's Economy ft. Carola Binder

IL32: Unpacking Inflation: What History Teaches Us About Today's Economy ft. Carola Binder

Today we share an engaging discussion with Carola Binder, who explores the intricate relationship between inflation and democracy in the United States. Binder argues that inflation has been a crucial ...

13 Nov 202454min

SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne

SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne

Together with Alan Dunne, we delve into the shifting landscape of systematic investing, highlighting the growing use of quant based strategies as well as AI and machine learning in portfolio managemen...

8 Nov 20241h 2min

GM74: Navigating the Bond Market: What You Need to Know About Recent Trends ft. Stephen Miran

GM74: Navigating the Bond Market: What You Need to Know About Recent Trends ft. Stephen Miran

Stephen Miran, Senior Strategist at Hudson Bay Capital and Fellow at the Manhattan Institute joins Alan Dunne in this episode to explore the bond market outlook and broader economic trends. They delve...

6 Nov 20241h 1min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
pengepodden-2
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
lederskap-nhhs-podkast-om-ledelse
rss-politisk-preik
rss-investering-gjort-enkelt
rss-markedspuls-2
rss-andelige-tanker-med-camillo