Sebastian: I like some of your companies, but this feels a little too risky for my liking. What have they done during the last recession? Do they have any resiliency in a recessionary period? Alexandros: Should we include Rio Tinto's extra dividends in our PADI calculations or not? Remember, you can borrow conviction from us at CR portfolio.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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