My Playbook For The Most Disruptive Decade Of Our Lives
Summary
- AI-driven disruption is accelerating, threatening even dominant innovators and requiring new portfolio strategies for resilience.
- I see three resilient investment buckets: "New railroads" (utilities/infrastructure), national security/defense stocks, and hard assets like REITs and midstream.
- Certain companies offer growth and income with lower disruption risk.
- Building a diversified foundation in these sectors enables investors to benefit from innovation while mitigating portfolio-breaking risks.
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Introduction
I like to joke around a lot. But not when it comes to important subjects that impact both our lives and our wealth. For example, last year, I went with "Buckle Up, Buttercup" in the title of an
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