1. Music
1.1. Radio
1.2. Streaming
1.2.1. Music royalty fund margins slipping with increased interest rates
1.3. Recorded
1.4. Live
1.5. Podcasts
1.6. Gaming
1.6.1. Growth
2. Healthcare/Life Sciences
2.1. Demographics
2.1.1. Global
2.2. Synthetic biology
2.3. Bio science
2.4. Mental Health
2.4.1. Psychedelics
2.5. COVID Issues
2.5.1. Heart
2.5.2. Blood
2.5.2.1. IGA Vasculitis
2.5.3. Lung
2.6. Pandemics to watch
2.6.1. Anopheles stephensi
2.6.2. New Chinese outbreak
3. Family Offices
3.1. Lessons from Charlie Munger
4. Real Estate
4.1. Prop Tech
4.2. Residential
4.3. Commercial
4.4. Rents
5. Technology
5.1. Tech
5.1.1. Sensors
5.1.2. China
5.1.3. 3D Printing
5.1.4. Facial Recognition
5.1.5. Metaverse
5.1.6. Generative AI
5.1.6.1. Chat GPT
5.1.7. Lasers
5.1.8. Space Tech
5.1.9. Quantum Computing
6. Macroeconomic Factors
6.1. Inflation
6.1.1. May tip back up
6.2. GDP
6.3. Unemployment
6.4. Interest Rates
6.4.1. 500 Years visualized
6.5. Macro
6.5.1. Debt
6.5.1.1. Government
6.5.1.2. Corporate
6.5.1.3. Personal
6.6. Selling is the art
7. Political (Government)
7.1. Geopolitical
7.2. Risk to democracy
7.3. De-dollarization
7.4. US electoral campaign
7.5. Defense
7.5.1. Risks
7.5.1.1. US Stability
7.5.1.1.1. Internal crisis
7.5.1.2. Debt coverage
7.5.1.3. Market crashes in context
7.5.2. Ammunition
8. Make Your Own Road
8.1. Asset allocation model
9. Climate
9.1. Mining
9.2. Lithium
9.3. Batteries
9.4. Weather
9.5. Climate change
9.5.1. Phosphorous fertilizers
9.6. Food/Farming
10. Emerging
10.1. Economies
10.1.1. Middle East
10.1.1.1. Saudi Arabia
10.2. Start ups
10.2.1. KoBOld Metals
10.2.1.1. Backed by Gates, Bezos, Ma
10.2.2. Private equity
10.2.2.1. Venture labs
10.3. Metals
10.3.1. Heals it self
10.3.2. Strategic metals
10.3.2.1. Rare earths
10.3.2.2. Copper
10.3.2.2.1. Very bulllish
10.3.2.2.2. Especially vulnerable to price spike as china recovers
10.3.2.2.3. Copper price needs to double to spur new mines
11. Energy
11.1. Alternative
11.1.1. Uranium
11.1.1.1. SMR's
11.1.2. Hydrogen
11.1.2.1. White hydrogen
11.1.3. Methanol
11.1.4. Solar
11.1.4.1. Solar tower breakthrough
11.1.5. Wind
11.1.6. Bio Fuels
11.1.7. Fusion
11.1.8. Nuclear
11.1.9. Batteries
11.2. Oil
11.2.1. Natural gas