I recently read a study about how food, drink, and alcohol shipments and freight traffic are crashing to their lowest levels in several years.

By 2030, the entire supply of food and beverage may shrink rather considerably because of a massive demand shift: GLP-1s are shrinking everyone’s appetite at a rapid rate.

At the same time, while AI is increasing productivity, and changing the world forever, it is also rewriting the job market at a new pace: old entry level jobs and automated tasks can be automated away in a matter of seconds.

The sudden drop in food consumption from GLP-1 paired with the immense rise of productivity in AI, make for what should be an unstoppable deflationary force that I think few are even thinking about and should play out for at least the next 4 years.

Be patient and position accordingly.