In this weekly episode we explore what are the implications of the recent collapse of not only Silicon valley bank but also Credit Suisse in Europe, how have markets reacted and what can we expect to come next.
As usual, we share some insights on how we have managed our investment portfolio.
Follow us for more insights on economics and markets on <a href="https://www.monetharia.io/smart">www.monetharia.io/smart</a>.
Enjoy!

In this weekly episode we explore what are the implications of the recent collapse of not only Silicon valley bank but also Credit Suisse in Europe, how have markets reacted and what can we expect to come next. As usual, we share some insights on how we have managed our investment portfolio. Follow us for more insights on economics and markets on www.monetharia.io/smart. Enjoy!

In this weekly episode we explore what are the implications of the recent collapse of not only Silicon valley bank but also Credit Suisse in Europe, how have markets reacted and what can we expect to come next.
As usual, we share some insights on how we have managed our investment portfolio.
Follow us for more insights on economics and markets on <a href="https://www.monetharia.io/smart" rel="noopener noreferrer">www.monetharia.io/smart</a>.
Enjoy!

Ep. 19 - financial contagion: what is going on?

A podcast run by friends, sommeliers and investors, where we discuss about our favorite wines, share tasting notes, and talk about our startup adventure in the fields of investing. What?! Why such an unusual association? It is a fascinating fit. We launched and manage an all-weather investment strategy that is like a master winemaker able to leverage the terroir (macro fundamentals) and daily atmospheric conditions (momentum signals) to create the perfect wine blend (portfolio asset mix) best fitting the current vintage (market environment).

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Ep. 19 - financial contagion: what is going on?

Ep. 19 - financial contagion: what is going on?