Citrini’s Top 25 Trades For 2025

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. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Citrini on Twitter https://x.com/Citrini7