Larry Berman CFA, CMT, CTA
Member since: Jul '02
Chief Investment Officer, Partner at
ETF Capital Management Inc.

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Long term, coming out of this, we will get a global reset here. He wants to go to places that are not burdened by tremendous debt and have young populations with runways of economic growth as people age. The developed world's populations are old.
Parts of sub-Sahara and the Middle East. It is a notch below the emerging markets. You get exposure including banks, telecom and construction. There is a lot of risk and currency exposure.
The Fed balance sheet is projected to double in size. They are creating money and monetizing debt and we are never going to come out of this. There is going to be an inflationary impact coming from the world. Supply chains will change. These things will change dynamically but push costs up. Gold will benefit from that for the next number of years.
It is on his shopping list. Don’t buy today. This is global clean energy. This is good for 10-20 years and will be part of global growth. He likes it at $8 or better.
The young people in emerging markets is where global growth this coming from in the next few years. Don't buy here, do it at recent lows or lower.