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Durable Value Ep. 75: Building Resilient Portfolios in a Volatile World
Manage episode 482639486 series 2784699
In this episode of Durable Value, Ryan discusses building resilient investment portfolios in unpredictable economic conditions. The discussion includes the impact of inflation and recession fears, key attributes of a resilient portfolio, the importance of geographic diversification, and strategies for weathering economic downturns.
00:00 Introduction
00:42 Economic Uncertainty: Inflation vs. Recession
01:34 Core Investment Foundations
02:29 Diversification for Stability
07:18 Debt Strategies for Resilient Investments
09:15 Controlling Assets in Downturns
Chapters
1. Introduction (00:00:00)
2. Economic Uncertainty: Inflation vs. Recession (00:00:41)
3. Core Investment Foundations (00:01:33)
4. Diversification for Stability (00:02:28)
5. Debt Strategies for Resilient Investments (00:07:17)
6. Controlling Assets in Downturns (00:09:14)
72 episodes
Manage episode 482639486 series 2784699
In this episode of Durable Value, Ryan discusses building resilient investment portfolios in unpredictable economic conditions. The discussion includes the impact of inflation and recession fears, key attributes of a resilient portfolio, the importance of geographic diversification, and strategies for weathering economic downturns.
00:00 Introduction
00:42 Economic Uncertainty: Inflation vs. Recession
01:34 Core Investment Foundations
02:29 Diversification for Stability
07:18 Debt Strategies for Resilient Investments
09:15 Controlling Assets in Downturns
Chapters
1. Introduction (00:00:00)
2. Economic Uncertainty: Inflation vs. Recession (00:00:41)
3. Core Investment Foundations (00:01:33)
4. Diversification for Stability (00:02:28)
5. Debt Strategies for Resilient Investments (00:07:17)
6. Controlling Assets in Downturns (00:09:14)
72 episodes
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