James H. Lee

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James H. Lee is an award-winning financial advisor with over 30 years of experience. He is also the founder of StratFI, a boutique investment advisory firm that focuses on "What happens next?" In his new book, Foresight Investing: A Complete Guide to Finding Your Next Great Trade, Jim shares his insights as a successful speculator and wealth manager. He explains how fortunes can be made by finding the next big thing and sees big opportunities arising from the internet of things (IoT), augmented reality, cryptocurrencies, automation, artificial intelligence, longevity science, and new sources of energy.

Jim has been quoted by The Wall Street Journal, USA Today, The News Journal, Financial Planning, and His articles have been printed by the AARP, Investopedia, the Journal of Futures Studies, Technological Forecasting & Social Change, and The Futurist. A popular keynote speaker on trends, Jim has presented to audiences in the U.S. and abroad, covering a range of topics related to the future.

He is an active member of the Association of Professional Futurists and holds multiple professional certifications: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Chartered Market Technician (CMT). Jim holds a B.A. in Economics from the College of William & Mary and an M.S. in Studies of the Future from the University of Houston-Clear Lake. In his free time, Jim enjoys biking and cooking with his wife Stephanie.



BY James H. Lee • POSTED ON April 9, 2021

A wide-ranging guide to the paradoxes of investing.

In these pages, Lee seeks to advise readers on all the variables of investing in the modern market, “understanding where to invest, what to buy, and when to pull the trigger.” He intends his book to function as a kind of Rosetta Stone for investing terminology and thinking. In part, it acts as a primer on the ideas and concepts of investment basics, naturally centering around spotting trends and accurately gauging potentials. Lee concisely and insightfully looks into some specific trends, from the boom in renewable energies and the resultant growing need for better energy-storage technology to the so-called “gray boom” that encompasses ideologies and technologies connected with the fact that people are living, and working, far longer than they were a century ago. Lee guides readers through all the various mathematical and financial concepts of the investing world, using charts and graphs and quick, digestible segments to explain balance sheets, earnings statements, and valuation metrics, among other elements, and delve into their hidden layers. He demystifies concepts such as valuation for beginners and breaks down the interplay of subjective elements that drive prices and general trends. The sections of Lee’s book that speculate on future possibilities are absorbing, as they start with current tech before verging into science-fictional notions that could become reality in the near future; whether he’s writing about smart materials, solid-state batteries, smart technology, cryptocurrency, or automation and artificial intelligence, Lee breaks down the basics in clear, intriguing, and always readable language. The sheer amount of detail that Lee uses in analyzing trendlines is bracing, and even readers who are already familiar with the world he describes will pick things up from this book.

An inclusive and deeply detailed overview of the investing world.

Pub Date: April 9, 2021

ISBN: 978-1-09834-122-0

Page count: 364pp

Publisher: BookBaby

Review Posted Online: Feb. 25, 2021

Awards, Press & Interests

Day job

Futurist and Founder of Strategic Foresight Investments (Founder)

Favorite author

Alvin Toffler, Neil Howe, Steven Kotler, Amy Webb

Favorite book

The Fourth Turning

Favorite line from a book

If you want to be in the right place at the right time, it is usually helpful to show up a few minutes early.


Wilmington, Delaware USA

Passion in life

Figuring out what happens next!


Media Kit


Resilience and the Future of Everyday Life

In his first book, Resilience and the Future of Everyday Life, published shortly after the 2008-2009 financial crisis, Jim outlined generational strategies for dealing with economic uncertainty. Resilience anticipated the rise of the local foods, the “gig economy”, a boom for craft and artisanal goods, upcycling, the tiny-home movement, alternative currencies, gender blending, co-working, and home/ride sharing platforms.
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