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The Permanent Wealth Podcast 07: Market uncertainty with war in Europe – how we are thinking about your portfolios
Manage episode 322186701 series 2888103
المحتوى المقدم من Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode, Adrian Johnson and I discuss recent market movements connected with the Ukrainian crisis, and try to put them in some sort of context
We discussed:
- How we are thinking about this sell-off versus previous market events;
- The way clients can think about risk at these times and the role of time (and timing);
- How our clients actually have in-built protection for these events due to the structure of their financial plans and portfolios; and
- Finally, what options we recommend, whether you are working or retired.
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