Kerr Neilson on oil shocks and why gold will hit $8,000

Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings.

He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets.

Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world.

His message is clear. The biggest opportunities often lie where capital has been scarce.

In this episode:

00:00 Why Contrarian Investing Still Works

03:00 Where ETF Crowding Creates Opportunity

06:00 How Oil Shocks Could Reshape Portfolios

08:42 Balancing Gold, Cash And Real Assets

11:20 What Samsung And Platinum Signal

16:10 Where Advisers May Find Mispriced Value

📈 Stocks and ETFs Mentioned:

Samsung (KRX: 005930)

Impala (JSE: IMP)

Petrobras (NYSE: PBR)

Sky Metals (ASX: SKY)

Valterra Platinum (JSE: VTR)

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

0.50 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour)

Complete the quiz here to claim your points

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