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Podcast: The Meb Faber Show - Better Investing
Episode: Jeroen Blokland, True Insights - Multi Asset Masterclass | #473
Description: Today’s guest is Jeroen Blokland, founder of True Insights, an independent research provider, and previously spent over a decade at Robeco.Today’s episode kicks off with an overview of the recent stress we’ve seen in financial markets and the implications for your portfolio. He shares why he’s cautious but not bearish, and why he agrees with recent guest Mike Wilson that the earnings recession isn’t priced in yet. We also touch on the role of gold in portfolios, the set up for high yield bonds, and why he thinks the housing market may see a st...