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In this episode, we break down the latest quarterly report, covering key market trends from October to December 2024, including the impact of a strong US dollar on global equities, the surge in gold, and the struggles of listed property. We also explore the hedge vs. unhedged debate, the dominance of the Magnificent Seven, and why diversification is essential for 2025.
Listen to next: Episode 237: Is The S&P 500 Just An Illusion Of Diversification? Ft. Kernel Founder Dean Anderson
This episode is proudly sponsored by Partners Life.
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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions