Corné van Zeijl on recession-proof investing, grabflation, corona pots, gold and bitcoin

In this episode, Paul Buitink and Joris Beemsterboer talk to Corné van Zeijl. Corné is an economist and strategist at Cardano and is also known for his columns in the FD and stock market commentary on RTL Z. In this conversation, Corné takes a closer look at the concept of "corona piggy banks" and its consequences for the economy. During corona, these jars were used by consumers to purchase products, but now that the lockdowns are over, this money is mainly spent on terraces, holidays and concert tickets. The excessive spending of these funds ensured that the economy fell into recession less. Corné expects that when these corona piggy banks are empty, the real recession will begin. Based on this analysis, he explains how he sets up his investment portfolio and how gold and bitcoin may play a role in this. He also elaborates on the concept of grabflation and how stocks perform in times of high inflation. Finally, he analyzes the latest trends in the housing market and the commercial real estate market.