AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
MI130: Are Emerging Markets Undervalued? w/ James Fletcher
Millennial Investing - The Investor’s Podcast Network
Holding Cash Will Generate Extra Returns
2min Snip
00:00
Summary
Transcript
Episode notes
There's an argument to have some cash so you're ready with dry powder when a market opportunity arises. But it won't be more than five, ten % cash in our portfolio because our clients expect us to be fully allocated. And incidentally, i'm terrible at predicting market cycles. You can see great businesses over the long run and great long term trends, but if you ask me what the stock market will do in six months, an or 12 months, i'm terribly wrong.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode