The Meb Faber Show: “Jeroen Blokland, True Insights – Multi Asset Masterclass”
Jeroen Blokland, True Insights – Multi Asset Masterclass
Today’s guest is Jeroen Blokland, founder or True Insights, an independent research provider, and previously spent over a decade at Robeco.
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.
Today’s episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. To start your free trial and be sure to mention “MEB” for 20% off your subscription here: https://go.ycharts.com/meb2023 (New clients only)
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