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

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Manage episode 440065859 series 3000801
Content provided by Jeremy McKeown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeremy McKeown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

97 episodes

Artwork
iconShare
 
Manage episode 440065859 series 3000801
Content provided by Jeremy McKeown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeremy McKeown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

97 episodes

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