Thought I would put this out there to get the wider view.
Personally my top 3 would be:
1: Food production. The world currently produces 1.5x the amount to feed every single person, yet 17% of all food produced (0.25x) is binned, and still we have issues with global hunger. If our food supply remains as it is, it would be enough to feed the world population in 2050, only if we wasted no food.
2: Clean Water: Water management with a growing population is going to become ever more important. Even an island such as the UK imposes hosepipe bans and similar in the summer months. Some counties have droughts, and others flooded. We need a more efficient means to obtain and deliver clean water.
3: Energy It is without a doubt that to reduce global warming, we need to switch over to green energy. Coal is currently the main fuel for the steel industry, and with governments looking to get us to switch to cleaner(electric) cars, our energy sources need to change.
All three themes I think could provide lucrative returns with the right investment. It’s not as simple as picking a small company with potential, but a mix of well funded companies as well that are investing in change, in such a way to protect and grow their revenues.
So, what I’m opening this up to - would you agree on these themes, or would you add any more(digital advertising?), and what companies would you suggest?
My money’s on the new weight loss drugs, called incretins, being developed by Novo Nordisk and Eli Lilly. The Barron’s article below suggests this could be a trillion-dollar-a-year market.
Honestly though, a varied diet and some exercise is all thats needed. Possibly more restrictions on E numbers and things like that that can be pumped into certain foods as well. Tax is possibly a good solution - the less healthy, the more expensive?
In the upcoming 10/20 years. Wow. Definitely energy indeed what you already mentioned, it’s a huge deal.
Also climate change will become a big problem sooner rather than later. Meaning, we need to care more about the climate, reverse CO2 emissions and much more! I don’t know how to call this industry yet? Just planting trees maybe!?
Last but not least, the current banking system will fail once again. Like the recession we see due to high inflates and money printing during corona. And now the Fed trying to gain control again by rising interest rates. But the debt system we are living in is out-dated and a top-down approach.
This could be good reasons to think about alternative systems like the blockchain (Bitcoin or others). I think the crypto industry will become a huge business by itself as well within 10 years.
Once in a while I get annoyed about the fact that I have no real privacy. Nowhere I can go and not be registered. I know that, somewhere, everything I do, think and dream of is recorded. I just hope that nobody will use it against me.
You only need to invest in the only hot area if your horizon is 10 to 20 years… the S&P500 index. Nothing else will beat it, so why even try or even open yourself up for losses.
It’s important to note that just because something’s the ‘next big thing’, doesn’t necessarily mean associated businesses will make money from it.
I think people sometimes jump on a thematic bandwagon without considering fundamentals such as a company’s gross margin, return on capital employed, moat and so on.
No, there will be depression people will starve to death. Those that don’t will emigrate, mainly to South America.
Leaving behind only those who want to live the hunter gather life. I will join them. @trade is that your view? Or have you a different view on the collapse of the US. Like each of the state’s becoming separate countries constantly at war with each other.
Interested to hear what your predictions are on the demise of the US.
Food production via robotics and AI
Small robot company there Tom robot goes out in the field of wheat notes down where every single plant is and what they are.
At the moment dick has not been used on whole field but when he does he will go out and kill all the weeds only the invasive ones). Either spot weeding as in put a dab of round up on each weed or electrocute them. It looks like a mini lightning strike but kills the weed right down to the root.
Eventually dick will do the planting but thats a long wsy off.
OBVIOUSLY everything is controlled by a AI brain called Wilma.
hopefully anyway