Peter is one of those rare individuals that keeps pretty close tabs on a number of financial assets and markets. He’s my go-to guy for insight into where financial markets could be moving, and what sorts of things might be worth looking into a bit more.
Macro is tough to forecast, but I always enjoy talking to sharp thinkers like Peter to help provide a bit more clarity. Markets have a tendency to humble investors, but I still think that ideas like Peter's can provide tremendous benefits.
In the show notes I’ve linked up all of the relevant links if you miss them during the interview - you can find them at https://altassetallocation.com
Show Notes
0:00:00 Welcome and context
0:01:17 What is your background?
0:02:37 What is happening right now?
0:04:35 What are the general themes going forward?
0:09:20 What are your views on inflation?
0:14:19 What's happening with gold?
0:17:05 What are the things that keep you up at night?
0:21:11 What kind of assets do you expect to perform well in these types of markets?
0:25:00 Why you'd say that real estate is underperforming right now?
0:30:45 What are some of the emerging markets?
0:32:02 What contrarian opinions do you have on some common narratives?
0:33:05 What kinda cracks are you watching for when it comes to currencies?
0:35:00 Where can people find out more about you?