2024 Portfolio Strategies: Pros & Cons | Global Macro 60 скачать в хорошем качестве

2024 Portfolio Strategies: Pros & Cons | Global Macro 60

In this episode, Cem and I welcome Christian Mueller Glissmann back on the show, and together, we tackle the intricacies of capital allocation in 2024, particularly amid the pivotal elections we expect to see. We discuss the pros and cons of starting with a 60/40 portfolio allocation strategy. Cem and Christian highlight Europe's resilience to inflation and its potential energy cost advantages, making it an attractive investment destination. We also analyze how election cycles, especially during populist periods like now, influence the economy and markets. Christian shares insights on using structured products to manage volatility, and both he and Cem strongly advocate for strategies like trend following in current market conditions. Finally, we discuss what an optimal portfolio allocation should include in 2024. #toptraders #investing #trendfollowing Episode Summary 02:39 - Christian's current big picture macro framework 07:22 - The role of volatility in inflation 12:20 - Should the 60/40 portfolio always be your starting point? 21:02 - What are the risks of the 60/40 portfolio not being the starting point? 27:37 - A scary situation in Europe? 32:16 - How election periods affect the economy 40:22 - A wall of worry 43:30 - Christian's thoughts on using structured products to reduce volatility 48:03 - A push-pull effect 51:41 - Is trend following the solution? 54:39 - The optimal portfolio in 2024 01:01:04 - A time of opportunity? 01:03:49 - Thanks for listening Full episode can be found here: https://toptradsersunplugged.com/gm60 Subscribe to our podcast: iTunes: https://itunes.apple.com/us/podcast/t... Spotify: https://open.spotify.com/show/2OnOvLb... Follow us on social media: TWITTER:   / toptraderslive   (@TopTradersLive) FACEBOOK:   / toptradersunplugged   INSTAGRAM:   / toptradersunplugged   SOUNDCLOUD:   / toptradersunplugged-com   Christian Mueller-Glissmann:   / christian-mueller-glissmann-34a278