AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
20min chapter
Is Your Portfolio Ready For What's Next? ft. Omar Aguilar & Sebastien Page
Real Vision: Finance & Investing
Navigating Debt and Investment Strategies
This chapter examines the implications of the United States' debt-to-GDP levels on portfolio allocation, advocating for a balanced focus on equities, bonds, and cash. The speakers highlight the need for diversification and a strategic shift towards bonds, especially during Federal Reserve cutting cycles, while also delving into the complexities of value versus growth stocks. Emphasizing the principle of 'time in the market' over 'timing the market,' they encourage investors to remain disciplined and diversified amidst uncertain economic conditions.
00:00
Transcript
Episode notes
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