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EssentialThe Essential Conversation

Are Treasuries Still a Safe Haven?

Featuring Dan Rasmussen and Michael Nicoletos

Apr 25, 2022 • 39 minutes

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Essential

The Essential Conversation

Are Treasuries Still a Safe Haven?

Times like these call for good, solid assets, like gold.

Featuring Dan Rasmussen and Michael Nicoletos

Apr 25, 2022 • 39 minutes

The S&P 500 has generally outpaced commodities over the last 50 years. But, as Dan Rasmussen notes, things may have started to change in the last 12 months. Rasmussen, a partner at Verdad Advisers, talks to Michael Nicoletos about where to find safe havens in a rapidly evolving environment. Dan offers his assessment of the current landscape, explaining why Japan and Europe could be interesting opportunities. Dan’s bullish on Treasuries, and he also says gold may be a good choice for your portfolio. You can read Dan’s free weekly newsletter at http://Verdadcap.com. Recorded on April 18, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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