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17min chapter
Jan van Eck: ETFs, Global Macro, Tokenization
Raoul Pal: The Journey Man
Investing in Financial Assets
The speaker reflects on their past strategy of over-weighting fixed income and discusses the current state of the market and their views on investing in financial assets. They touch on market tops and bottoms, the potential impact of the Fed's interest rate hikes, and the need for portfolio normalization. Overall, they express a constructive view on investing in financial assets with caution about market digestion.
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Listen to the best highlights from the podcasts you love and dive into the full episode