Navigating Portfolio Construction in Challenging Economic Times

This chapter examines the intricacies of portfolio construction amid negative real interest rates and inflation. It highlights growth sectors such as semiconductors and cybersecurity, while emphasizing the role of hard assets like real estate and Bitcoin in maintaining stability.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

04:38 - Sahil's thoughts on curating content online.
10:45 - Why Sahil has gotten interested in Macro and sound money.
17:13 - What is the Cantillon Effect and why is it important?
17:13 - Sahil's thoughts on how a person can use this macro concept for investing.
30:10 - Portfolio construction in today's environment.
30:10 - His thoughts on alt-coins.
54:57 - Who Sahil follows.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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