Lobo Tiggre
My old school chum, Egon the Swiss wealth manager, is back to share his (and his clients’) perspective on investing in today’s markets. How does one allocate rationally in a world shaken by the worst military conflict in many years—and the worst economic war in generations?
00:00 — Introduction
01:00 — European perspective on the (physical) war in Ukraine
06:15 — European perspective on the economic war with Russia
08:30 — OECD & World Bank cutting economic growth forecasts
09:45 — The real-world impact of high(er than CPI) inflation
12:00 — What Egon is doing with his portfolios
15:00 — How important are US economic developments to European investors?
18:30 — Why does anyone buy bonds ahead of the Fed’s massive selling?
23:15 —TINA thinking vs. high inflation
26:40 — What commodities is Egon buying? (Gold, silver, battery metals, uranium)
30:50 — Uranium thesis
35:00 — European perspective on nuclear energy (“We don’t need Germany.”)
39:30 — Current market fluctuations—crash or surge? (What’s already priced in?)
47:45 — Stock selection matters
