What to expect in 2021

  1. Don’t predict the future, instead understand the boundaries
  2. What worked pre 2020 won’t necessarily work in the future
  3. Debt has never been this cheap, EVER
  4. Yields are compressing and investments that are anti-fragile will be the most desirable
  5. Income inequality will become a major theme in the next 5–10 years, governments will be punished if they don’t address it
  6. Who benefits most from a Covid vaccine and who suffers?
  7. Online shopping has probably peaked
  8. Energy is still a big global problem which needs to be solved

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