about 2 months ago • 4:25 mins
When there’s this much red flashing in the markets, part of you thinks it’s best to stay away at all costs. But the other part has got to be thinking: there are assets here that my future self will thank me for buying today…
The markets have been dominated this year by two things: high inflation and the interest rate hikes that central banks are using to combat that inflation. Those two things are the reason why the economy is seeing a downturn, and why investors are selling just about every asset.
And it makes sense: inflation is corrosive for stocks and for bonds. A slowdown in growth is bad for stocks and commodities. And rising interest rates are bad for just about every asset. In this environment, everything falls, except cash.
Here’s how hedge funds are investing right now, and how you can copy what they’re doing.
The world’s biggest publicly-listed hedge fund is entering the crypto fray, despite the dramatic FTX implosion scaring other investors away. So Jon’s got to work figuring out what investment strategy it might be using, and has made a non-institutional-investor-friendly version for you.
Warren Buffett’s Berkshire Hathaway announced holdings in five Japanese firms back in 2020, and – after notching some godlike returns – it’s just gone back for more.