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The Permanent Wealth Podcast 07: Market uncertainty with war in Europe – how we are thinking about your portfolios

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Manage episode 322186701 series 2888103
Content provided by Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Adrian Johnson and I discuss recent market movements connected with the Ukrainian crisis, and try to put them in some sort of context

We discussed:

  • How we are thinking about this sell-off versus previous market events;
  • The way clients can think about risk at these times and the role of time (and timing);
  • How our clients actually have in-built protection for these events due to the structure of their financial plans and portfolios; and
  • Finally, what options we recommend, whether you are working or retired.
  continue reading

37 episoade

Artwork
iconDistribuie
 
Manage episode 322186701 series 2888103
Content provided by Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Adrian Johnson and I discuss recent market movements connected with the Ukrainian crisis, and try to put them in some sort of context

We discussed:

  • How we are thinking about this sell-off versus previous market events;
  • The way clients can think about risk at these times and the role of time (and timing);
  • How our clients actually have in-built protection for these events due to the structure of their financial plans and portfolios; and
  • Finally, what options we recommend, whether you are working or retired.
  continue reading

37 episoade

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