Asset Allocation Bi-Weekly – Magnificent 7 to the Rescue! (1/21/25)

Confluence Podcasts
21/01/2025 10 min Episodio 235
Asset Allocation Bi-Weekly – Magnificent 7 to the Rescue! (1/21/25)

Listen "Asset Allocation Bi-Weekly – Magnificent 7 to the Rescue! (1/21/25)"

Descargar episodio Ver en sitio original

Episode Synopsis


For years, US Treasury bonds have been viewed as a safe-haven place for investors to hold cash, both to stabilize portfolios and await future opportunities. But perhaps that is no longer the case. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss whether the Magnificent 7 stocks have become a legitimate safe haven.

More episodes of the podcast Confluence Podcasts

The Confluence Mailbag – Escalation Dominance and the Costs of a Recession-Free World (11/5/25) 05/11/2025
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2025 03/11/2025
Asset Allocation Bi-Weekly – When the Financial System Finds a Cockroach (11/3/25) 03/11/2025
Bi-Weekly Geopolitical Report – China's Rising Power and the Implications for US Hegemony (10/27/2025) 27/10/2025
Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of Two Safeties (10/20/25) 20/10/2025
Bi-Weekly Geopolitical Report – Why the US Is Offering to Bail Out Argentina (10/13/2025) 13/10/2025
The Confluence Mailbag – Dollar Dynamics & the Future of Fed Independence (10/7/25) 07/10/2025
Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (10/6/25) 06/10/2025
Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (9/29/2025) 29/09/2025
Asset Allocation Bi-Weekly – Stopping the Bond Vigilante: How Fiscal Dominance Is Reshaping Global Markets (9/22/25) 22/09/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA