Joining us today is Shuvam Bhaumik, a trusted advisor and a returning favorite to our virtual family office at Pantheon Investments. Shuvam's insights have been instrumental for high net worth individuals navigating the often turbulent and unpredictable waters of the current financial markets.

In this episode, your host, Dave Wolcott, and Shuvam delve into the existing state of the markets and how the ultra-wealthy are managing their portfolios during this time of high volatility and uncertainty. Shuvam reveals the importance of creating resilient portfolios and offers invaluable advice on avoiding common psychological traps that lead to emotional investment decisions.

Together, they unpack the ripple effects of geopolitical issues such as tariffs and trade wars on portfolios. Shuvam emphasizes the significance of having a predefined investment policy statement to help investors stick to their strategies, especially in chaos. They also discuss the role of private markets, alternative investments, and infinite banking as part of a comprehensive wealth strategy aimed at achieving true financial resilience.

Packed with actionable strategies and calming perspectives, this episode is essential listening for anyone looking to make informed decisions about their financial future while mitigating risks.

In this episode, we discuss:

1. The impact of tariffs and global trade wars on investment portfolios.

2. The importance of having an investment policy statement to navigate market uncertainty.

3. Leveraging private markets, alternatives, and infinite banking for financial resilience.

4. Psychological traps investors should avoid during market volatility.

Click here to learn more: https://pantheoninvest.com/episode168