
What's next for the Fed, Gold, and traditional 60/40 portfolios?
Behind the Markets Podcast
Rethinking Asset Allocation in Volatile Times
This chapter examines contemporary asset allocation strategies with a focus on the inclusion of gold and commodities, suggesting a shift away from traditional stock-bond models towards a 60/40 portfolio that integrates these alternative assets. It discusses the dynamics of the Chinese economy amidst geopolitical tensions, emphasizing growth opportunities in Asia while critiquing the risks associated with its political landscape. Additionally, the chapter explores the influence of U.S. debts and foreign confidence in the dollar, hinting at broader implications for international investment and the commodity markets.
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