23min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Navigating Macroeconomic Shifts

This chapter examines the transition from a period of monetary stimulus to tighter money, emphasizing the need to understand macroeconomic cycles for effective investment strategies. It discusses the impact of rising interest rates on asset prices, labor costs, and the implications for portfolio diversification, particularly the potential benefits of including commodities and gold. The speakers analyze historical inflationary patterns and advocate for adapting investment approaches to navigate the complexities of the current economic environment.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode