Wealthion - Be Financially Resilient cover image

Wealthion - Be Financially Resilient

Jobs Numbers, Inflation and Market Collapse?

Jun 15, 2024
Guests David Rosenberg, James Bianco, Adam Johnson, and Michael Weisz discuss market trends, inflation, economic indicators, and investment opportunities. Topics include market concentration, housing market dynamics, concerns about inflation, tech stock rally, and the impact of gambling culture on financial markets.
56:12

Podcast summary created with Snipd AI

Quick takeaways

  • Diversifying with private investments can shield against market volatility.
  • Challenges in the housing market stem from low inventory and rising prices despite slow demand.

Deep dives

Diversify Investments by Adding Private Markets

Investing in private markets has shown resilience during crises, outperforming public equities. Diversifying the portfolio with a mix of stocks, bonds, and private investments, like private equity and real estate, can shield against volatility and uncertainty. Private markets are predicted to become a common component in all portfolios, offering better performance during turbulent times.

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