In the kickoff to season four, Markus Muhs and Justin Lee are joined by their newest team member in Edmonton, Sam Slauenwhite. The trio dives into the challenge of managing investments in an era of constant “headline risk,” ranging from shifting global power dynamics to the rapid rise of artificial intelligence.

Find the YouTube, podcast links, and notes below:

Just Some Musings 4.01
Markus Muhs and Justin Lee kick off Season 4 by exploring why long-term investment strategies should outweigh daily “headline risk”. Featuring new team member Sam Slauenwhite, the episode analyzes record-breaking gold and silver prices, the shift toward a multipolar global economy, and how AI is poised to reshape specialized careers in 2026.
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