The decanted portfolio

Ep. 17 - Blind to evidence


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Hello,  this is our third episode of season 2 of our podcast. We bring to you market updates, investment guides and guest  interviews.

In this new episode we discuss about where markets are standing in early March 2023, after a surprising rally seen so far in the year.

Bond markets are adjusting to expected higher interest rates for longer, given that inflation is more stubborn than expected, but equity markets have failed to adjust and continue to be too resilient to be true. What will happen next?

Read more details on our blog www.monetharia.io/smart and market updates on www.monetharia.io/panorama.

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Economics, macro, financial markets, crypto, stocks, bonds, market insights, central banks, interest rates, investing.

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The decanted portfolioBy Nico and Basti