World War 2.5 Is Still a Go. What You Need to Know

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World War 2.5 Is Still a Go. What You Need to Know

Today we welcome back Andrew Stotz to discuss World War 2.5! Having moved from the U.S. to Thailand in 1992, Stotz has extensive experience in the Thai stock market and now runs A. Stotz Investment Research. Stotz shared his perspective on U.S. dominance in Europe, the growing tension with China, and the shift of global resources, particularly in Africa. He also highlighted the increasing complexity of international compliance regulations driven by Europe's green energy transition. Learn how all this significantly impact global markets and developing nations. Today we discuss... 

  • How Andrew began a career as a sell-side analyst in 1993.
  • Andrew's 20 years in the Thai stock market and where his experiences led him.
  • Andrew's podcast My Worst Investment Ever, focusing on lessons from financial failures.
  • The U.S.'s dominance over Europe and the ongoing geopolitical tensions.
  • The potential collapse of the U.S. market and dollar is a concern for investors outside America.
  • Uncertainty about the timing and severity of the anticipated recession.
  • The strategic economic moves of China, particularly in Africa, and its implications for global power dynamics.
  • The discussion includes the complexities of China's role in global capitalism and its interactions with the U.S. and Europe.
  • Europe is criticized for exporting strict compliance and regulations, particularly around green energy, impacting global trade and development.
  • And more!


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Today's Guest:  Andrew Stotz

Andrew is the CEO of A. Stotz Investment Research, which helps clients create, grow, measure, and protect value, and the co-founder of CoffeeWORKS – Thailand’s leading B2B specialty coffee roaster. He served two terms as President of CFA Society Thailand and during his investment banking career and was voted the #1 financial analyst in Thailand. Andrew is also the Worst Podcast host of My Worst Investment Ever podcast, the #1 risk-management podcast that helps future generations reduce their investment risks by learning through the stories of others. In addition to his three decades in the financial industry and teaching finance, Andrew has written four books and six online courses. Among them, ValuationMasterClass.com – the world’s #1 practical valuation online course.

Andrew's Online Presence

Today's Panelists

Barbara Friedberg | Barbara Friedberg Personal Finance
Douglas Heagren |  Pro College Planners
Megan Gorman | The Wealth Intersection

Kirk Chisholm  | Innovative Advisory Group

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