Episode 25
Big tech vs bank earnings, the end of 60/40 and the outlook for China
Talking Capital · Capital Generation Partners
February 8, 202433m 28s
Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode, Ian and Robert discuss:
- Earnings season: what have we seen so far and have there been any surprises?
- 60/40: is there still merit in 60/40 and do bonds still have a role to play?
- China: what is the current situation and what does this mean for investors?