Asset Allocation ציבורי
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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://anchor.fm/investinalts/support
 
Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
 
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For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Non Fungible Tokens, or NFTs, are making headlines again. Rizzle is so plugged into the NFT Ecosystem. He's just the guy to give this update on what's going on, and why NFTs are valuable beyond the hype. We cover a very broad discussion on all thing…
 
Fidelity's Global Chief Investment Officer Andrew McCaffery talks to Richard Edgar about how the Fed is likely to respond to data, what that means for the dollar, and how to allocate - especially in the rest of the world. See omnystudio.com/listener for privacy information.על ידי Fidelity International
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today, I'm talking to Matt about Index Universal Life Insurance which is a type of Cash Value Life Insurance. Life insurance as an asset class and as part of your investment strategy. I have a bit of a mental block when it comes to Life insurance as…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with DeFi Dad and we are doing a deep dive into Decentralized Finance (DeFi). Interested in knowing what DeFi is, where we are currently, why it's important and where it might be going? Don't miss this episode. --- Support this …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Mariano of Maker Growth, with MakerDAO. MakerDAO is one of the oldest and arguably most important protocols built on Ethereum. Where you are able to take your Digital Asset collateral and generate DAI - a stable coin. Don't…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ The Crypto Ecosystem is quite vast and always quickly moving. There are some major trends that are accelerating - DAOS, Decentralized Autonomous Organizations - NFTs - Non Fungible Tokens - DeFi - Decentralized Finance and Social Tokens... loads to …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lynette Zang is Chief Market Analyst at ITM Trading, and they have a fantastic YouTube channel. In this episode, Lynette goes over the history of Gold as a currency and how we ended up in a Fiat Monetary system. How the financial system is changing,…
 
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they present to portfolio managers Charlotte Harington and Aditya Khowala. We…
 
Fidelity International's core asset allocation remains risk-on despite odd bond markets, poor China data, and Covid case numbers. To find out why, Editor in Chief Richard Edgar talks to Global Chief Investment Officer Andrew McCaffery. Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Frank is the man, and he is really well known for Gold. This was recorded around the first of march - but the macro and gold views here are evergreen and still valid. Macro, MMT, Gold, Inflation, the changing capital markets... We cover a lot. If yo…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This episode is all about Crypto - from an investor, VC, and operator... also a bit around the confusing aspects in crypto - taxes and accounting. The content here is evergreen and valid for anyone interested in learning more about the crypto space …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Zach Wildes of Celsius Network. Celsius burst onto the scene in 2018, and has grown quickly since. Their tagline is "“The modern way to manage assets” and for retailers offers 4 main businesses, EARN, BORROW, CelPay... and …
 
Is inflation here today, gone tomorrow? Or in for the long haul? This is the question preying on the minds of central bankers and investors alike. But never fear: Fidelity's analysts and macro team have been poring over the data and in this month's Rich Pickings Richard Edgar talks to them and others from the investment desks about what happens nex…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ The Macro outlook is a fun one to cover. Equity markets, US Dollar, Monetary & Fiscal Policies, Precious Metals... There's a lot to unpack. Where does this all end? Fiscal Austerity or Debt Jubilee? Not Likely. Inflation? Obviously, but less obvious…
 
The US Federal Reserve's latest meeting signalled rate rises could come forward by a year to 2023. Richard Edgar talks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about what this unexpected gear shift by the central bank means for markets and asset allocation. Read more at fidelityinternational.com. See omnystudio.c…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Harley Bassman was the inventor of the popular MOVE index, the treasury volatility cousin of the VIX. Since he has “retired” he has continued to make a name for himself giving away decades of accrued wisdom for free on his blog The Convexity Maven. …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Shayne Mullen from BlockFi. BlockFi is "Redefining Banking" and for retailers, offers 4 main business pillars: Interest Account, Trading, Crypto Loans, and Credit Card. Being Paid to HODL? Not selling your crypto and access…
 
The mic is turned around. In this episode you can see Ben's Interview on The Unstoppable Podcast, talking all about Charged Particles — a brand new protocol allowing users to deposit any ERC token into any NFT. Originally aired on 12-May-21, Here's the description: We talk to Ben about his transition from corporate finance into decentralized financ…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ George Goncalves on Macro Outlook. Fed Action, USD - including Shadow Banking & EuroDollar, Gold, and obviously Bonds. We talk about the current state of these markets and where they could go in the future. George has a wealth of information and sha…
 
China might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established capital markets benefiting from proximity to the world's productivity powerhouses. To hear about some of the unsung heroes of the Asia Pacific region Richard Edgar talks to Hong Kong-based investment d…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jeffrey Christian is the Managing Partner and founder of CPM Group, one of the most respected precious metals and commodities research companies in the world - founded in 1986. He knows A LOT about precious metals and is well known for his financial…
 
Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the regained calm in markets, why now is the time to keep a close eye on further credibility tests, and why Japanese equities are looking up. Audio excerpts from: The Atlantic; NBC News See omnystudio.com/listener for privacy information.…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Martin is a deep thinker and I really enjoyed this conversation. In this episode, we talk about the Australian & New Zealand Economies, the local investment mindset, and the overall financial markets there. In this conversation, we get quite philoso…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman is Mr. Economic Cycles and has spent his whole career on economic cycles. There are so many different cycles at play and it's a bit overwhelming. We discuss where we are in the economic cycle, some mistakes that those using models to predic…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ How much of your portfolio do you have allocated to Precious Metals? Precious Metals include: Gold, Silver, Platinum, and Palladium and each offer different benefits. In this episode with Chris Blasi we go into Macro Outlook for Precious Metals, and…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Space. In this conversation with Robert Jacobson, we discuss all things space investing. There has been a massive shift of commercialization of space and there are loads of opportunities in this area. We talk about what investments can be made now t…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ I've been a huge fan of Jim Rogers for quite some time. He's written books like “Investment Biker” & “Adventure Capitalist”.... To name a few. I absolutely love his passion for adventure and investments. Two things that I too am very fond of. I real…
 
Efforts to mitigate the economic impact of Covid-19 have left us with debt mountains higher than after the second world war. As governments begin to roll out big post-pandemic fiscal programmes and increase the debt still further the role of central banks becomes increasingly vital to the stability of government finances. What does that mean for th…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Ondrej is the co-founder and CEO of Baserank which provides crowdsourced, easy-to-understand crypto asset ratings. He watches the cryptocurrency markets more closely than many others, and gives us an update on exciting new developments in this fast-…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you thought about investing in physical gold? Don't miss this episode with Mark Yaxley of Strategic Wealth Preservation. We have a lot of content on WHY it might make sense to own Gold in your investment portfolio, but in this conversation we r…
 
Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the current psychology of markets, The Fed's stance (is it right?), and how to think about asset allocation at this important juncture. See omnystudio.com/listener for privacy information.על ידי Fidelity International
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Did you know that #Farmland has historically outperformed stocks and bonds with DOUBLE digit total yearly returns over the past four decades? Brandon Silveira of FarmFundr, crowdfunding farmland investment platform, on all things California Agricult…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this interview with Mark Moss, we discuss the Macro Backdrop and what he's looking at from a contrarian investment perspective. What are the "trends within the trends" that are shaping the markets and what this means for your investment portfolio…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Merrill Stillwell is Managing Partner at Blue Mountain Investments, a real estate firm with operations in Denver and the Vail Valley. Blue Mountain Investments operates in real estate development and management and specializes in creative and unique…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ With Bitcoin and Cryptocurrencies reclaiming all time highs, "regulatory uncertainty" is still high in the cryptocurrency industry. Don't miss this episode with Dave Rodman going into detail on the state of regulations in the cryptocurrency industry…
 
The results are in for Fidelity's annual Analyst Survey. Over 140 sector experts from across the world have been asked for a detailed picture of how they expect to see their companies perform in the coming year, from the health of balance sheets to the confidence of management teams, and the outlook is encouraging. Richard Edgar talks to the survey…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Is your portfolio prepared for Inflation? Ronnie Stöferle has written the In Gold We Trust report for 14 years now, and has some pretty unique views on why we should worry more about inflation and its impacts on our portfolios. In this conversation …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this conversation I sit down with Chris MacIntosh, managing partner at Glenorchy Capital, and author at capitalistexploits.at and have a wide-ranging conversation on how to position your investment portfolio. Trends like Greenwashing are in full …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you heard of Earth Ships? This episode is with Jonah Renoylds of EarthShip BIotecture, which is the number one eco-construction and self-sufficient living company. Off-grid, self-sustainable houses. Absolutely an alternative investment. We talk…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Reuben Yap is the Project Steward of Firo (formerly Zcoin), which is a privacy-focused cryptocurrency. The world moving toward cashless society. This means that 100% of transactions traced, surveilled and censored. Privacy of financial transactions …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Angel investing is often touted for very high returns. However, it is not easy. This interview is with Vikram Chander who is the Founder & Managing Partner at Krewe Capital. We shared an investments panel in early 2020 and I was fascinated by how we…
 
The speed and efficiency of vaccine programmes varies greatly from country to country. What does that mean for the re-opening of the global economy? To find out, this month Richard Edgar talks to Amit Lodha, global equities portfolio manager; Judith Finegold, a portfolio manager with a healthcare focus and a lead on Fidelity's Covid working group; …
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Marc Faber is a Swiss investor based who resides in Thailand and the publisher of the Gloom Boom & Doom Report newsletter, also acting as investment advisor and fund manager and involved in a number of investment funds focused on emerging and fronti…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Inflation, Deflation, Stagflation - we hear these terms, but which scenario is most likely and why? More importantly, what that means for our investments and how to position ourselves accordingly. Peter Boockvar is a very bright mind in this space a…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Edmund Lowell is the Founder & CEO of KYC Chain, an Advisor to SelfKey, Angel Investor and Managing Partner of Far Horizon Capital Inc. - the company behind Flagtheory.com Flagtheory - “Legal methods to optimize and protect your business, increase y…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jim McNelis is the creator of Avastars and a "Hardcord NFT Degen." Have you seen Ready, Player One? Heard of the MetaVerse? You won't want to miss this conversation with Jim. In this conversation we discuss the "Collectibles as Investments" mindset,…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This interview is with the CIO of Upside Avenue, Chi Hathiramani. Upside provides access to professionally-managed multifamily real estate investments. With attractive 10+% Yields, in this conversation we go into detail on why multifamily real estat…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Nico Wilmes is the founder and CEO of Los Amigos Tulum, the top luxury real estate developer in Tulum, Mexico. In this conversation we talk about the Mexico Real Estate Market, Luxury Real Estate, Short term rentals in Mexico, Tulum Real Estate and …
 
At the end of a year that tested policy makers, challenged investors, and remodelled economies Richard Edgar asks Global Chief Investment Officer Andrew McCaffery and Portfolio Manager Charlotte Harington to listen back to what they said as the crisis unfolded. What were they thinking as markets plummeted and then soared? What were the calls they m…
 
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Are you an American new to remote work and thinking about living outside of the US? Make sure you don't miss this episode with Mark Dissen, Founder of WayFarer Accounting which is specialized in helping expatriates and digital nomads with their taxe…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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