The Wide Moat Show Live Now!
This week, Nick and I welcome a special guest…
Leo Nelissen is a European-based analyst focused on economic developments related to supply chains, infrastructure and commodities. When it comes to macro analysis, Leo is one of my favorite analysts to talk to.
This week, we have a wide-ranging conversation – geopolitics, energy markets, and the ongoing landgrab in the AI economy.
Be sure to catch it all right here.
Regards,
Brad Thomas