Thoughts on the Market cover image

Taking the Long View

Thoughts on the Market

00:00

Introduction

The hosts discuss the current market trends and potential risks, emphasizing the importance of diversification in a regime change where both bonds and stocks are sensitive to interest rates. They also highlight the importance of liquidity and realistic expectations of overall returns.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app