AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min snip
Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
The Market Huddle
Navigating Asset Allocation in a Rotational Market
Investors are advised to consider shifting towards real assets like gold, which have short durations, produce cash flow, and hold value even during crises. As the market rotates between different commodities driven by various factors like pricing and delivery demands, the challenge arises when inflation surpasses nominal growth leading to a 'monetary illusion' which can create difficulties during what feels like atypical recessions.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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