Jan 17 2025 65 mins
Today, we dive deep into the evolving landscape of investment strategies, emphasizing the critical need for diversification in portfolios. With a particular focus on the German economy's challenges, we highlight how geopolitical factors and shifting market dynamics are reshaping investment approaches. We explore the potential implications of rising bond yields and the importance of incorporating trend-following strategies to mitigate risks associated with traditional asset classes. We also touch on the necessity for investors to rethink their allocations to adapt to an uncertain future, moving beyond outdated correlations and assumptions. As we examine the perspectives of notable figures in finance, the episode serves as a timely reminder of the importance of strategic asset allocation in navigating today's complex market environment.
IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate
And you can get a free copy of my latest book "Ten Reasons to Add Trend Following to Your Portfolio" here: www.toptradersunplugged.com/10-reasons-optin
Send your questions to [email protected]
Follow Niels & Alan on Twitter:
@TopTradersLive & @AlanJDunne
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes, Spotify or Amazon so more people can discover the podcast.
IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate
And you can get a free copy of my latest book "Ten Reasons to Add Trend Following to Your Portfolio" here: www.toptradersunplugged.com/10-reasons-optin
Send your questions to [email protected]
Follow Niels & Alan on Twitter:
@TopTradersLive & @AlanJDunne
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes, Spotify or Amazon so more people can discover the podcast.