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- #147 – The Longevity Economy & Stan Druckenmiller
#147 – The Longevity Economy & Stan Druckenmiller
Quote, Podcast, Video, Observation, Tweet.
Dimitri Gremos
March 18, 2026
Good morning everyone,
Hope you’re having a great week!
Here are 5 things I found interesting over the past few days.
Let’s jump in.
read online on my website
read time 3 minutes
#147 – The Rundown:
Quote: Just use what you’ve got.
Podcast: Mark Bouris x Chris Kohler.
Video: Hard lessons from Stan Druckenmiller.
Observation: The longevity economy.
Tweet: Adopting AI properly.
Quote:
“Use the best idea you have right now. Claiming you need to ‘learn more’ or ‘get your ducks in a row’ is just a crutch that prevents you from starting. Education is a lifelong pursuit. You will always need to learn more. It’s not a reason to wait.”
Podcast:
Straight Talk with Mark Bouris: Chris Kohler
Chris Kohler is an Australian financial journalist, author, and content creator currently serving as Finance Editor across the Nine Network.
His social media skits casting a comedic yet informative shadow over monopolistic industries and consumer spending behaviour have reached tens of millions of people all over the world.
In this episode, Mark and Chris cover:
His journey into financial journalism
BTS on what it’s really like inside RBA press conferences
Public trust in institutions and media accountability
Consumer behaviour, subscriptions, and loyalty programs
Communicating complex narratives to a broad audience
Really enjoyed this conversation and also learned a lot about the strategic side of journalism.
Fascinating stuff.
Listen on Spotify, Apple Podcasts, or YouTube.
[Duration: 1 hour 10 minutes]
(P.S. I made a Spotify playlist with every podcast I’ve ever recommended. Hope they bring you as much value as they’ve brought me.)
Video:
Hard Lessons with Morgan Stanley: Stan Druckenmiller
Really great conversation between Iliana Bouzali, Global Head of Derivatives Distribution and Structuring at Morgan Stanley, and legendary macro investor Stanley Druckenmiller.
These were my key takeaways:
1) If your time horizon is ‘today,’ you’re likely not going to make money. You have to look ahead and think about how investors’ perception of a company may change in time.
2) Arguably the best use case of AI is in biotech.
3) It is a necessary condition that you have innate qualities that lend themselves to investing in order succeed. But almost as necessary of a condition is that you have a mentor.
4) You can’t let yourself become a victim of volatility, you have to take advantage of it. It just becomes mentally strenuous to do so. That’s where you separate yourself.
5) Contrarianism is overrated. The crowds are right 80% of the time; the key is to not get caught out in the other 20%.
6) He didn’t even know what the earnings of NVIDIA were before he invested in 2022.
7) Technical analysis is about 20% as effective today as it was a few decades ago because back then, no one was doing it.
8) Skill and information asymmetry are your edge.
9) Take an 18-month to 3-year time horizon. The world moves fast.
10) Druck’s investment view: bearish USD, bullish copper, bearish AI equities (due to concerns around valuations), long gold (geopolitical uncertainty).
Watch the full video here.
[Duration: 28 minutes]
Observation:
The Longevity Economy
The longevity economy is real.
And growing.
The global wellness market is projected to reach nearly $10 trillion by 2030, up from $6.8 trillion in 2024, according to the Global Wellness Institute.
The capital flow will likely show up in 3 places:
1) As personal spending: everyday people, increasingly health conscious professionals/households. ‘Hubermaniacs’ as they are comically named.
2) As an investment category: wellness infrastructure, diagnostic platforms, precision health, longevity-focused venture funds. Consumer spending is there, investment infrastructure is catching up.
3) As a portfolio allocation question: longevity is shifting from a subsector of biotech to perhaps its own distinct sleeve within investment portfolios.
Highly recommend the Capital Founders newsletter from last week for more info.
Tweet:
Adopting AI Properly
This is awesome – definitely going to be trying this.
Thanks for reading! Grateful for your support.
Stay hungry, stay humble, stay curious. ⚡
If you enjoyed this newsletter, it would mean the world if you could forward it to a friend or send them my website.
This goes a long way to helping me reach more people :)
See you in the next one,
Dimi