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10min chapter
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577
The Meb Faber Show - Better Investing
Investing in a Post-COVID World
This chapter explores the reshaped investment landscape following the COVID pandemic, focusing on increased government spending and its impact on modern portfolio strategies. It introduces 'the five Ds'—debt, deglobalization, digitization, decarbonization, and demographics—as key factors for investors to consider. The narrative blends personal anecdotes with insights into how political actions and cultural values shape perceptions of gold and alternative assets like cryptocurrencies.
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highlights
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