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The Permanent Wealth Podcast 07: Market uncertainty with war in Europe – how we are thinking about your portfolios
Manage episode 322186701 series 2888103
Innhold levert av Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode, Adrian Johnson and I discuss recent market movements connected with the Ukrainian crisis, and try to put them in some sort of context
We discussed:
- How we are thinking about this sell-off versus previous market events;
- The way clients can think about risk at these times and the role of time (and timing);
- How our clients actually have in-built protection for these events due to the structure of their financial plans and portfolios; and
- Finally, what options we recommend, whether you are working or retired.
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