Behind the Markets Podcast cover image

What's next for the Fed, Gold, and traditional 60/40 portfolios?

Behind the Markets Podcast

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner