• COMING SOON - Macro Informed Value Investing with Duncan MacInnes of The Ruffer Investment Company

  • 2024/09/15
  • 再生時間： 1 分
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COMING SOON - Macro Informed Value Investing with Duncan MacInnes of The Ruffer Investment Company

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  • Coming soon, Duncan MacInnes presents a tour de force of the major financial asset classes and how to manage risk in today's crazy markets.

    He covers why he is so bullish on gold, gold miners, the yen and UK equities, and long Chinese equities, the ugliest in his portfolio of ugly ducklings.

    He also riffs on the yen carry trade, Bitcoin, premium drinks, and how we might know we are nearer the top than the bottom of the current equity market cycle.

    Made possible by Progressive Equity Research.

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あらすじ・解説

Coming soon, Duncan MacInnes presents a tour de force of the major financial asset classes and how to manage risk in today's crazy markets.

He covers why he is so bullish on gold, gold miners, the yen and UK equities, and long Chinese equities, the ugliest in his portfolio of ugly ducklings.

He also riffs on the yen carry trade, Bitcoin, premium drinks, and how we might know we are nearer the top than the bottom of the current equity market cycle.

Made possible by Progressive Equity Research.

続きを読む 一部表示

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