Investing Unplugged: Will Nutting's Unique Perspective on Global Markets, Cannabis, and Emerging Technologies

Breakfast Leadership Show

Quick recap Michael and William discussed Williams’s unconventional approach to investing, emphasizing freedom of thought and unique perspectives. They also discussed various investment opportunities and market trends, focusing on the potential in the marijuana and cannabis industry, offshore drillers, and the global economic landscape. The conversation also touched on the importance of more profound research into investments, the potential of embracing new technologies and markets, and the benefits of investing in their respective organizations. William's Unconventional Investing Approach Michael and William discussed Williams's unconventional approach to investing, which emphasizes freedom of thought and unique perspectives. They agreed on the conversational format of their chat, lasting around 20-25 minutes. Michael mentioned including relevant links in the show notes. The recording then began with Michael inviting William to elaborate on his successful investing business. Nutstock Initiative: Active Equity Investment Strategy William, a seasoned equity investor with a background in multi-strategy hedge funds and family offices, shared his vision for Nutstock, an initiative that has been running for five years. He expressed his desire to bridge the gap between macro geopolitics and stock selection investment thematics, which led to the development of a team of four to five people. They aim to identify exciting opportunities and publish their findings twice to three times a week, with a total fund published every Monday. William emphasized his preference for active equity fund management rather than simply reflecting the index, which he found challenging throughout his career. Investment Opportunities and Market Trends Discussion william’s and Michael discussed various investment opportunities and market trends. William highlighted the potential in the marijuana and cannabis industry, particularly in companies with economies of scale and low debt. He also mentioned offshore drillers as another area of interest, noting that they could benefit from favorable real and strong day rates. Michael emphasized the importance of researching and not expecting overnight success. The conversation also touched on the geopolitical landscape and its impact on investments. William suggested that life is becoming more like a Netflix series, making it more exciting and unpredictable. Global Economic Landscape and Investing Strategies William discussed his views on the global economic landscape, emphasizing the dominance of Western economies, particularly the US, and the potential for a shift in power to other regions. He criticized the US for its debt and demographic issues and suggested that the rest of the world is now catching up with US technology. William also expressed his belief in questioning and challenging conventional wisdom and his approach to investing, which involves identifying undervalued or underloved companies with growth potential. He mentioned his interest in extraordinary situation stories and small/microcap companies, which he believes could benefit from market catalysts. Mainstream Media Critique and Investment Strategies Michael and William discussed the superficiality of mainstream media and the need for deeper research into investments. They highlighted the importance of understanding the big picture and the potential impact of events on various industries. Williams expressed his interest in engaging high-net-worth individuals and those intellectually interested in markets and geopolitics. He also discussed the potential of cryptocurrencies, suggesting that if not banned, their market cap could significantly increase. Both agreed on the need for more in-depth analysis and understanding of investments. Exploring New Technologies and Investment Opportunities William discussed the potential of embracing new technologies and markets, particularly in tokenization and blockchain. He suggested that young people could consider alternative investment opportunities beyond traditional stocks, such as those offered by companies like Airbnb and Uber. William also emphasized the importance of seeking higher returns, noting that a 7% annual return, including dividends, is a significant achievement over 100 years. He highlighted the potential benefits of this return for young people who may not be able to afford a house or own a car. Discussing Strategic Risks and Investment Opportunities William discussed the importance of taking calculated risks and seeking opportunities for significant returns. He emphasized the need to understand the underlying themes and trends in various industries, such as AI and digital assets, and how they intersect with geopolitics and socio-economic factors. William also highlighted the importance of considering the needs and aspirations of different demographics and how they impact investment decisions. He suggested that investors should not shy away from often overlooked sectors, such as fossil fuels, and should respect the value of companies that generate strong cash flows and buy back their stock. Michael agreed with william’s's perspective, noting the importance of understanding the bigger picture and how different industries are interconnected. Energy Infrastructure, Tokenization, and Sustainable Solutions Williams and Michael discussed the future of energy and the role of fossil fuels. Williams emphasized the need for investment in the current energy infrastructure, likening it to a bridge that must be maintained to reach a cleaner energy future. He also highlighted the potential of tokenization in the energy sector, drawing parallels with the success of Tether in the financial industry. Michael agreed, noting the ongoing shift towards hybrid vehicles and the continued demand for gasoline-powered cars. Both agreed that technological advancements and the need for sustainable solutions will shape the future of energy. Investing in Organizations and Nutstuff Overview Michael and William discussed the benefits of investing in their respective organizations. William shared details about his organization, Nutstuff, including its website (www.nutstuff.co.uk), social media presence, and subscription options. He emphasized the importance of celebrating successes and learning from failures.