The decanted portfolio

"Surprise surprise" - 19 Dec 2022


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SPOILER ALERT: amazing new music inside!!!

This latest episode of Nico's market notes is about an hawkish tilt of core central banks toward keeping higher rates for longer, with investors shifting focus from spotting the inflation peak to growth concerns eventually prompted by higher interest rates.

We discuss about bearish price action in stocks, performance of government bonds, and how we have managed our Monetharia One investment portfolio (this is no financial advice).

We have mixed up our talk with some new cool music, tune in!

The full insights can be found on the latest blog post here

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The decanted portfolioBy Nico and Basti