Explore why the S&P may be mispricing geopolitical risk, the case for India, the dollar's decline, and gold as a trade (not a strategy), with Mercer Advisors CIO Don Calcagni.

00:00 Introduction and Guest Background

01:57 Changes in Asset Allocation and Private Markets

04:01 US and International Equity Diversification

07:11 Market Concentration and Diversification Benefits

11:14 Geopolitical Risks and Global Market Drivers

16:57 US Political Risks and Domestic Instability

17:53 India's Growth and Investment Potential

24:20 Gold as a Strategic Asset and Trade

29:33 Private Markets and Current Valuations, Access and Risks

35:23 Private Equity and IPO Strategies

40:46 Market Mispricing and Geopolitical Risks

44:14 Long-term Trends and AI Innovation

47:59 Trend or Fad

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör VanEck. Innehållet i podden är skapat av VanEck och inte av, eller tillsammans med, Poddtoppen.