Sign up to save your podcasts
Or
Share What shifts in US exceptionalism mean for asset allocation
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
What shifts in US exceptionalism mean for asset allocation
Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again.
2:45 – What are the two truths of US exceptionalism?
5:45 – Valuations: Advantage or risk?
9:55 – Fiscal and debt dynamics
14:45 – The USD
15:45 – Policy-driven investment themes
18:40 – Changing correlations
24:35 – The strategic role of gold and commodities
30:45 – The return of diversification
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
View all episodes
By Wellington Management
4.9
4141 ratings
Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again.
2:45 – What are the two truths of US exceptionalism?
5:45 – Valuations: Advantage or risk?
9:55 – Fiscal and debt dynamics
14:45 – The USD
15:45 – Policy-driven investment themes
18:40 – Changing correlations
24:35 – The strategic role of gold and commodities
30:45 – The return of diversification
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More shows like The WellSaid Podcast
View all
The Bill Simmons Podcast
30,300 Listeners
Investing Insights
521 Listeners
Exchanges
970 Listeners
Top Traders Unplugged
590 Listeners
The Knowledge Project
2,698 Listeners
FT News Briefing
646 Listeners
Making Sense
72 Listeners
Value Investing with Legends
210 Listeners
The Long View
930 Listeners
Thoughts on the Market
1,302 Listeners
At Any Rate
78 Listeners
Barron's Streetwise
1,561 Listeners
Forward Guidance
271 Listeners
The Markets
80 Listeners
Money Stuff: The Podcast
403 Listeners