Description
Did the NFP number wind you up? It shouldn't have, take a step back and think of the big picture.
The #1 question I get asked is what does a potential portfolio look like in these times of uncertainty (volatility) and doubt. So I take this head on in this episode.
Everyone has a different situation, so this is just a framework, but I do go into what allocations could be in actual numbers, and what potential returns could be in different inflation/deflation situations.
Always DYOR, and tailor anything you hear from others to your own personal circumstances, everyone is different, there is no one size fits all.
Tim Boyd (Blueshirt Advisors & Blueshirt Plus; ex-Bridgewater) joins me to discuss macro, trading vs investing, volatility, portfolio construction, the Fed, and much more!
We focus quite a bit on advice for less experienced investors, however there should be some good information for those...
Published 01/11/22
Carbon Credits are a fascinating market & personal investment that I have talked about many times, in this podcast, and on twitter. I am therefore thrilled to have had on Lawson Steele, Head of Carbon & Utilities at Berenberg Bank to discuss the market in depth.
Lawson is THE expert in...
Published 12/21/21