“But having commodities in the portfolio, for example, was a hedge we had before the war, which helped the portfolio not lose as much money during that period.”

Equity Mates Investing Podcast · What's keeping stock markets high & is a crash likely with Seb Mullins

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What was described

included commodities in the portfolio as a hedge before the Iran war

Said nearby on the same subject

“It cost me an extra 20 bucks to fill up my tank. Why? Because he went to a war with Iran?”
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Tim Miller
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Hard number $5 per gallon, $20 extra Share this moment
“If they complete all their apprentice time before they finish school, including, I think, up to the age of 23, as long as they're enrolled in school while they're doing it, they skip the waiting list.”
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Steve Train
AgCulture Podcast ·
Why it worked Share this moment
“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
♫
Said on Equity Mates Investing Podcast
Why it worked 30% allocation Share this moment
“Instead of trying to pick the right hedge fund… just own these portfolios and hold them, I would do well”
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Matt Ludmer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network ·
Contrarian take Share this moment

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