• Alternative Realities: Strategic Investing Amid Uncertainty

  • 2025/01/30
  • 再生時間： 19 分
  • ポッドキャスト

Alternative Realities: Strategic Investing Amid Uncertainty

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Watch the video version on YouTube.

    As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into the complexities of investing amidst challenges like inflation, interest rate volatility and market concentration. Dr. David Kelly, Chief Global Strategist, is joined by Oksana Aronov, Head of Market Strategy and Alternative Fixed Income, and Hamilton Reiner, Portfolio Manager and Head of U.S. Equity Derivatives. They discuss the importance of diversification and strategic hedging in both fixed income and equity markets, emphasizing the need for absolute return strategies. The conversation also highlights the potential for unlocking value beyond the "magic seven" stocks, offering valuable insights into navigating today's evolving financial landscape.

    Resources:

    • For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
    • Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
    続きを読む 一部表示

あらすじ・解説

Watch the video version on YouTube.

As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into the complexities of investing amidst challenges like inflation, interest rate volatility and market concentration. Dr. David Kelly, Chief Global Strategist, is joined by Oksana Aronov, Head of Market Strategy and Alternative Fixed Income, and Hamilton Reiner, Portfolio Manager and Head of U.S. Equity Derivatives. They discuss the importance of diversification and strategic hedging in both fixed income and equity markets, emphasizing the need for absolute return strategies. The conversation also highlights the potential for unlocking value beyond the "magic seven" stocks, offering valuable insights into navigating today's evolving financial landscape.

Resources:

  • For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
  • Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
続きを読む 一部表示

Alternative Realities: Strategic Investing Amid Uncertaintyに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。