• Alternative Realities: Strategic Investing Amid Uncertainty

  • Jan 30 2025
  • Length: 19 mins
  • Podcast

Alternative Realities: Strategic Investing Amid Uncertainty

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  • Summary

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    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 Roth, 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
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