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15min chapter
Jonathan Wellum: Global Markets are on a Knife’s Edge
Wealthion - Be Financially Resilient
Cautious Investing in Volatile Markets
This chapter explores the investment strategies of a prominent investor, emphasizing recent decisions to sell major positions and maintain substantial cash reserves. The discussion highlights the importance of thorough due diligence, value-seeking, and portfolio diversification amidst market uncertainty. Additionally, it addresses the speaker's cautious views on the banking sector and the broader economic challenges influencing their investment philosophy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode