In this episode, Paul Buitink once again talks to Jeroen Blokland, founder of the Blokland Smart Multi-Asset Fund
Jeroen focuses on scarce assets in his fund; Physical Gold, bitcoin, and quality stocks. Every quarter we will talk to Jeroen to discuss the latest developments in the market. The main topics of the conversation are interest rates, high debts and the Record price of gold. Paul asks Jeroen what he expects from the interest rate. Jeroen thinks that in the most likely scenarios, interest rates will only be adjusted downwards by central banks, while inflation is permanently higher than 2%. At a time when liquidity and debt are increasing, this will mean an increase in the value of the scarce assets he is betting on. He sees the price of gold doubling in 5 years. He expects government bonds to become less and less popular
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