The Meb Faber Show - Better Investing cover image

Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570

The Meb Faber Show - Better Investing

CHAPTER

Navigating the Fixed Income Frontier

This chapter explores the intricate dynamics of fixed income markets, particularly focusing on bond yields and the implications of current market anomalies. It examines Japan's economic history and its lessons for other economies, while also analyzing the current state of employment and manufacturing. Additionally, the discussion highlights the importance of commodities in an investment portfolio and shares insights on investment strategies, particularly trend-following approaches.

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