

Cash Rethink Energises Asset Markets
Jan 16, 2024
Exploring the diminishing allure of cash as equity markets outperform. The dilemma faced by investors on whether to stay in cash or invest in stocks and bonds. Debating the use of 'dry powder' and concerns about the current state of the world. Discussion on political figures and shorting the Magnificent Seven tech stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Evolution of Cash
02:08 • 5min
Attitudes Towards Cash Allocations and the Potential Great Rotation into Stocks
07:32 • 2min
Debating the Use of 'Dry Powder' and Brief Mention of Unconventional Political Support
09:10 • 2min
Political figures and shorting the Magnificent Seven
11:27 • 2min