Podcast #6: Europe’s Future

Articles From: ASG Capital
Website: ASG Capital


Partner, Executive Board Member & Senior Portfolio Manager

Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.

In this episode, we talk about the future of Europe.

Click here to listen to podcast


The topic of today is a general outlook on Europe’s future. During the 1960s, the United Kingdom went from having it so good under Harold Wilson to being the sick man of Europe at the end of the 1970s.

The main factors which shaved off the country a few years on were North Sea oil and a deregulation of the London financial markets, in other words: energy and world capital.

Today, Europe, and more specifically the European Union, are looking to be in the same doldrums as the UK was in the 1970s. Cheap Russian energy is no longer available and no rape replacement is in place. As for capital investments, the aging demographics, declining economic potential and business unfriendly bureaucratic environment do not meet the continent and attractive investment proposal on a relative basis.

The solution to this conundrum lies in addressing the following questions: How can Europe access cheap, abundant, non polluting energy fast? How can Europe become an attractive investment opportunity for world capital? If the answer was difficult to find for one nation, the UK, it will be a daunting task for a club of nations such as the European Union.

The know how in the region exists to move the continent in the right direction. However, this intellectual capability can ill afford to be held back by the ball of chain of bureaucracy and ideology.

This podcast is for information only. It should not be considered as investment advice. We would recommend seeking professional investment advice investing in Europe.

Originally Posted December 29, 2022 – Podcast #6: Europe’s Future

Disclosure: ASG Capital

ASG Capital is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investment involve risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

Disclosure: Interactive Brokers

Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from ASG Capital and is being posted with its permission. The views expressed in this material are solely those of the author and/or ASG Capital and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Disclosure: Futures Trading

Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading futures, please read the CFTC Risk Disclosure. A copy and additional information are available at ibkr.com.