Today’s guest is Duncan MacInnes from Ruffer. Duncan is manager of the Ruffer Diversified Return Fund.
Duncan and I discuss the following:

• What it is like to manage Cautious funds in the present market conditions.
• How Ruffer made profits in all of the recent crises - the Dot.com bust, GFC in 2008 and Covid crash in March 2020.
• How standard retail advice and risk profiling is pushing clients towards the “killing pen of fixed income”.
• And finally Ruffer’s famous (or infamous) Bitcoin trade and what they/he thinks of crypto.

I hope you enjoy my conversation with Duncan MacInnes from Ruffer

Link: Permanent Wealth Partners
Link: Ruffer