Building a portfolio is not just about finding attractive investments. It is also about understanding the investor, separating short-term noise from long-term developments, and maintaining discipline when markets become emotional.
In this episode of Swiss Money Secrets, Jess Roberson and Jamie Vrijhof sit down with Dr. Barbara Kasper to explore portfolio construction from both the professional and private-investor perspective.
They discuss investor psychology, fundamentals, market cycles, debt and cash flow, U.S. home bias, international diversification, and the challenges of investing during periods dominated by themes such as AI and geopolitical uncertainty.
Dr. Kasper also shares her perspective on gold and cryptocurrencies, the importance of understanding what you own, and why investors should focus less on predicting every market move and more on building a strategy they can maintain.
Dr. Barbara Kasper has international experience in banking, finance research, portfolio construction, and family office investing across Europe and the United States.
This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Investing involves risks, including possible loss of principal.
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