How the Economic Machine Works

Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers the question, "How does the economy really work?" Based on Dalio's practical template for understanding the economy, which he developed over the course of his career, the video breaks down economic concepts like credit, deficits and interest rates, allowing viewers to learn the basic driving forces behind the economy, how economic policies work and why economic cycles occur.

3 important expected supply shocks: in copper, uranium and drinkable water.

My comment: on top of the names mentioned in the video, portfolio exposure to these themes could be achieved via ETFs such as (for example only):  GLOBAL X COPPER MINERS ETF, WISDOMTREE INDUSTRIAL METALS ETC, VANECK URANIUM & NUCLEAR TECHS ETF...

For water, I personally prefer funds like BNPP Aqua or Pictet Aqua. Visionnez cette intéressante vidéo