9.4
7.451 Reviews
English
EN
In this presentation, Jeroen Blokland explains his investment framework "Macro – Sentiment – Valuation" and explains which assets he invests in. Is this the right time to get into bitcoin and how does it affect your risk profile when you add volatile assets to your portfolio? He also elaborates on his inflation expectations and uses graphs to explain which assets could be of interest. Finally, he provides a thorough analysis of having gold in your portfolio and in what kind of situations having certain assets is or is not interesting.
