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The Permanent Wealth Podcast 10: Duncan MacInnes From Ruffer
Manage episode 326706976 series 2888103
İçerik Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Today’s guest is Duncan MacInnes from Ruffer. Duncan is manager of the Ruffer Diversified Return Fund.
Duncan and I discuss the following:
- What it is like to manage Cautious funds in the present market conditions.
- How Ruffer made profits in all of the recent crises - the Dot.com bust, GFC in 2008 and Covid crash in March 2020.
- How standard retail advice and risk profiling is pushing clients towards the “killing pen of fixed income”.
- And finally Ruffer’s famous (or infamous) Bitcoin trade and what they/he thinks of crypto.
I hope you enjoy my conversation with Duncan MacInnes from Ruffer
Link: Permanent Wealth Partners
Link: Ruffer
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