Macro Voices cover image

MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more

Macro Voices

00:00

The 60-40 Strategy Is Not Going to Cover the New World We Live In

Blaine: I really believe things are never as bad as we're fear. And when you've got inflation-creative negative yields in government bond markets, you need to find alternative sources of income. One of the ones that we're looking very closely at is aviation finance because we think there just happens to be a fantastic opportunity in aviation at the moment. Blaine: Where do commodities fit into the whole story? The more uncertain the world is, the more gold goes up.

Play episode from 32:43
Transcript

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