Episode Details

Citrini just raised the price of Citrini Research by 25%. Monetary Matters listeners can get access to the LOWER 2024 pricing with this link (offer expires February 15):

https://www.citriniresearch.com/subscribe?coupon=d11a5439

The cross-asset thematic investor known only as Citrini returns to Monetary Matters. James reflects on his trades of 2024 in his “Citrindex” which was up 65% in 202 (January 1, 2024 to December 23, 2024). Citrini shares excerpts from his “25 trades for 2025” piece at Citrini Research, covering everything from homebuilders, to drones, to Ukraine normalization trades and power capacitors. Recorded Christmas Eve December 24, 2024.

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