Name: What about Bitcoin & Gold?
Uploaded: 2024-01-10T11:20:46.339013+00:00
Duration: 2888 s
Channel: Vox Markets
Description: What about Bitcoin & Gold?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/843/006843/video_CMzhi8M.mp4#t=2225

Vox Markets

What about Bitcoin & Gold?

The global economy, inflation, interest rates & capital markets

Are UK & European equities a buy?

Preferred asset allocations.

Will 2024 US corporate EPS estimates be achieved?

Outlook for the forthcoming earnings season (Citigroup).

Should investors be overweight oil, gas & energy stocks (Shell, nuclear)?

Is the defense sector still a buy (BAe Systems)?

How to play the bond markets?

Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).

In this Macro Investing Masterclass, Harry Colvin (Longview Economics), Patrick Armstrong (Plurimi Wealth) & Edmund Shing (BNP Paribas Wealth Mgt) run through their thoughts for the year ahead. Including:

00:00 The global economy, inflation, interest rates & capital markets
09:15 Are UK & European equities a buy?
11:20 Preferred asset allocations.
15:00 Will 2024 US corporate EPS estimates be achieved?
18:55 Outlook for the forthcoming earnings season (Citigroup).
24:40 Should investors be overweight oil, gas & energy stocks (Shell, nuclear)?
32:25 Is the defense sector still a buy (BAe Systems)?
33:35 How to play the bond markets?
37:05 What about Bitcoin & Gold?
39:20 Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).

In this Macro Investing Masterclass, Harry Colvin (Longview Economics), Patrick Armstrong (Plurimi Wealth) &amp; Edmund Shing (BNP Paribas Wealth Mgt) run through their thoughts for the year ahead. Including:00:00 The global economy, inflation, interest rates &amp; capital markets 09:15 Are UK &amp; European equities a buy? 11:20 Preferred asset allocations. 15:00 Will 2024 US corporate EPS estimates be achieved? 18:55 Outlook for the forthcoming earnings season (Citigroup). 24:40 Should investors be overweight oil, gas &amp; energy stocks (Shell, nuclear)? 32:25 Is the defense sector still a buy (BAe Systems)? 33:35 How to play the bond markets? 37:05 What about Bitcoin &amp; Gold? 39:20 Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/843/006843/video_CMzhi8M.mp4