>>60521409I remember reading on his thesis back in 2023. He called for commodity supercycle until 2030, yet if you listened to him when he wrote that, you'd baghold copper and oil which went nowhere and missed the whole stock market pump.
He also held a view that USD will play a less dominant role in global finance which hasn't come true.
Also he's ambivalent toward bitcoin.
Rather than Zoltan, I'd prefer Luke Gromen which has better track record. His thesis is UST which will decline as global reserve asset which is btw come true as gold just became the highest global reserve asset, as opposed to Zoltan's USD reserve currency thesis.
Also Luke was more consistent in the past 3 years. He always says that his main bet is gold and bitcoin.