Street Signals
Searching for Safe Havens
May 2, 2024
In this podcast, the discussion revolves around the search for safe havens in the midst of market volatility. Topics include the effectiveness of traditional safe havens, the challenges of selecting a suitable safe haven, the performance of US Treasuries, the dollar, and yen, and insights on which assets are currently appealing. Guest expert Fred Goodwin provides valuable insights on safe haven currencies and the intricacies of navigating safe assets.
21:47
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Quick takeaways
- Investors are questioning the effectiveness of traditional safe havens like treasuries due to recent volatility episodes.
- The US dollar's status as a safe haven is being scrutinized amidst concerns of economic confidence and valuation.
Deep dives
Key Points on Safe Haven Assets Definition
Safe haven assets are typically financial instruments expected to retain or increase in value during economic downturns, being uncorrelated or negatively correlated with risky assets. Despite the traditional perception of treasuries as safe havens, their performance during recent volatility episodes raised questions due to factors like inflation and interest rates.
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