Make Generational Wealth: Main St vs Wall St Recessions, Portfolio Math, Fed Watchers & Family Offices
Pirates of Finance
00:00
Russell Clark's Short TLT Long Gold Trade
Kager: We're starting to get in a global macro territory, and this is why I don't like global macro in general. He was listening to a podcast with Hugh Hendry had Russell Clark on his podcast. And they were talking about how they were looking at the same data and had entirely divergent opinions. Kager: How do you structure a portfolio when you have a high conviction view? How do you survive your high conviction view if you're wrong?
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