In this fascinating interview, fund manager Duncan MacInnes CFA of Ruffer takes me through the:
00:00 Outlook for the economy, fixed income & #equites.
04:20 How the Ruffer funds are positioned.
09:35 Fixed income investing
15:10 Where are interest rates heading & when will they be cut.
23:00 Hedging & risk management strategies
28:55 Why the Japanese Yen looks interesting.
36:00 Managing fixed income duration
40:55 #Gold, silver & #uranium
45:25 Closing Investment Trust discounts
47:35 #Oil sector & BP
52:00 #Megacap tech, TSMC, Alibaba Group, Meta & Amazon.
56:20 When to load up on risk.
Disclosure: Vox markets paid me to interview Duncan MacInnes
