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22min chapter
Scarce Assets E003: Macro Masterclass with Lyn Alden
Onramp Media
Portfolio Construction and the Importance of Scarce Assets
This chapter discusses the significance of diversification in investment portfolios and the benefits of including scarce assets like commodities and hard monies. It highlights the performance of stocks and bonds in relation to declining interest rates and explores the limitations of this cycle when interest rates hit zero. The chapter also suggests segmenting scarce assets based on their performance in different macroeconomic environments and emphasizes the importance of considering individual investor convictions and comfort levels.
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