Episode 17
Bond market woes and the question of a hard landing; how to protect capital without using traditional defensives
Talking Capital · Capital Generation Partners
October 12, 202333m 43s
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Show Notes
In this episode, Ian and Robert discuss:
- Bonds: why are bonds selling off and what does this mean for other asset classes?
- Hard landing: what is the likelihood of a harder landing and what does this mean for portfolio construction?
- Defensive asset classes: what has been a defensive asset class so far this year and do you expect this to change?