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A Portfolio for These Interesting Times

By Callum Newman, Wednesday, 16 March 2022

Find out what’s more likely...and more!...as we chat with energy analyst and private equity investor Mark Rossano.

In his latest editions of The Daily Reckoning Australia, Jim Rickards has been diving into the different aspects of these interesting times we live in.

Pandemics, tapering, inflation, asset bubbles…the list goes on and on. But what can you do to manage all these different things?

Today, Jim outlines what he sees as necessary to a portfolio equipped to handle these interesting times.

But first, he outlines another factor that massively impacts our economy — geopolitics. Read below to see how this could affect your investments and get Jim’s advice on what to do about it.

Best wishes,

Callum Newman Signature

Callum Newman,
Editor, The Daily Reckoning Australia

PS: There’s no bigger story in the markets today than the outlook for oil.

The Russia-Ukraine conflict risks shutting Russian oil out of the market at a time when inflation is raging around the world. Oil could soar to US$150 or sink back toward US$70, depending on future events.

Find out what’s more likely…and more!…as we chat with energy analyst and private equity investor Mark Rossano.

Watch on YouTube here or listen on the go on your favourite podcast platform

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All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

Callum Newman is a real student of the markets. He’s been studying, writing about, and investing for more than 15 years. Between 2014 and 2016, he was mentored by the preeminent economist and author Phillip J Anderson. In 2015, he created The Newman Show Podcast, tapping into his network of contacts, including investing legend Jim Rogers, plus best-selling authors Jim Rickards, George Friedman, and Richard Maybury. He also launched Money Morning Trader, the popular service profiling the hottest stocks on the ASX each trading day.

Today, he helms the ultra-fast-paced stock trading service Small-Cap Systems and small-cap advisory Australian Small-Cap Investigator.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.