Big. Chunky. Changes.

from Risk of Ruin · host Half Kelly Media

Citrini Research has taken Fintwit by storm with a series of prescient market calls covering themes such as AI, GLP-1, and the Trump election.In this episode Citrini discusses how he arrived at thematic investing, the process he uses to find baskets of stocks, and also what it’s like to write up a thesis for tens of thousands of subscribers.Find Citrini on Substack.Find Citrini on Twitter.Support the show by subscribing to the Premium Substack: https://riskofruinpod.substack.com/p/new-episode-big-chunky-changes?r=ckepvEmail the show: risk of ruin pod at gmailFollow the show on Twitter: @halfkelly

What this episode covers

Citrini Research has taken Fintwit by storm with a series of prescient market calls covering themes such as AI, GLP-1, and the Trump election. In this episode Citrini discusses how he arrived at thematic investing, the process he uses to find baskets of stocks, and also what it’s like to write up a thesis for tens of thousands of subscribers. Find Citrini on Substack. Find Citrini on Twitter. Support the show by subscribing to the Premium Substack: https://riskofruinpod.substack.com/p/new-epi...

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Big. Chunky. Changes.

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This episode was published on May 20, 2025.

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