This is worth a look. It's a recording of a segment called Shocking Predictions from a Livewire event. I'm not sure it's so shocking - a lot of this stuff would not come as a surprise to many Strawman members - but it's interesting nonetheless. Presenters were:

• Kellie Wood - U.S. debt as a catalyst for global meltdown (if anything is shocking about this one it's that she lists assets to benefit from this and neglects one particular asset class altogether!)
• Vihari Ross - the global energy transition is bigger than AI
• Bob Desmond - beware of investing in AI
• Josh Clark - makes the case that thematic investing is never a good idea
• Matthew Kidman - we're nearing the end of a structural bull market. Make the most of it while it lasts because when it turns we're screwed for a decade.