Jeroen Blokland, True Insights - Multi Asset Masterclass | #473

<p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> Today’s guest is </span><a href= "https://twitter.com/jsblokland"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;">Jeroen Blokland</span></a><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;">, founder or</span> <a href="https://true-insights.net/"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> True Insights</span></a><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;">, an independent research provider, and previously spent over a decade at Robeco.</span></p> <p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> 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 steep decline in the next year.</span></p> <p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> Earlier this year we sent out a preview of his work at True Insights on The Idea Farm, which you can review</span> <a href= "https://mailchi.mp/theideafarm/true-insights"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> here</span></a><span style= "font-size: 16.0