We discuss why the market is fairly confident (bullish) at the moment, shrugging previous concerns around higher interest rates and why tech stocks are back up following a dip. Confidence follows the announcements of the 1st quarters earnings from banks, especially from their profits through trading and M&A activity. What does the recent recent Coinbase IPO tell us about the crypto currency market?. This constant fluctuation of confidence is an important reminder to continue portfolio diversification. Santiago then talks me through the final element of this portfolio strategy: alternative assets, such as precious and industrial metals, agriculture and livestock, as well as real estate, and what to consider when selecting these ETFs from Switzerland.