My friend and long-time subscriber, San Marks, invited me to appear on a podcast with him the other day. Who am I to say no? Besides, you never know when you might get a new question you haven’t heard, a truly original analysis, or a well-justified out-of-consensus approach.
It is my most up-to-date view on all asset classes out there, so you might take a listen. In these tumultuous times, you can never be current enough. To listen to the interview in full, please click here.
