Tag: episode_1612

The Importance of Gold in De-Risking Portfolios

September 21, 2019

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OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES

September 21, 2019
OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
THE CASE FOR GOLD

  • Protected investors during every bear market but one over the last 50 years
  • Anytime markets were in a bear market, gold prices were rising
  • World economies are slowing
  • Central banks are stimulating
  • Corporate and government debt at record levels

Watch the related WEALTHTRACK episode.

DE LARDEMELLE: OPEN MIND

September 21, 2019

OPEN MIND

The ability to change one’s mind is key to investment success says IVA Chuck de Lardemelle.

Watch the related WEALTHTRACK episode.

THE IMPORTANCE OF GOLD IN DE-RISKING PORTFOLIOS

September 20, 2019

Financial risks are adding up. Trade battles with China, the surprising vulnerability of Middle East oil supplies, the duration of Hong Kong protests, the drawn-out Brexit dilemma are all drags on business confidence and economic growth. In recognition, the Federal Reserve just cut interest rates for the second time this summer and remains on alert.
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PREMIUM: CHUCK DE LARDEMELLE

September 19, 2019

GOLDEN PROTECTION

This week’s guest is known for assiduously avoiding market risk. He is a global value manager, Chuck de Lardemelle, a founding partner of International Value Advisers, known as IVA, which he and his partner launched in the depths of the financial crisis in 2008.
De Lardemelle is a co-portfolio manager of their two mutual funds IVA Worldwide and IVA International. Although both funds lag their benchmarks in bull markets they protect in declines and have thus earned Morningstar’s Silver Medalist analyst rating for their “cautious, patient strategy” making them “a valid long-term choice for wary investors.”
IVA describes its strategy as “winning by not losing and looking to assess risk and try to avoid it wherever possible…”


WEALTHTRACK Episode #1612; Originally Broadcast on September 20, 2019

[learn_more caption=”CLICK HERE TO LEARN MORE”] How to explain the massive global outperformance of U.S. companies’ profitability and stocks over the last decade? GMO’s Head of Asset Allocation, Ben Inker dug deep and found some surprising answers in his “2Q 2019 GMO Quarterly Letter.”

[/learn_more]

Explore This Episode

We have compiled additional information and content related to this episode.

CHARLES “CHUCK” DE LARDEMELLE

Consuelo MackNewsletter available soon.
Mathews Asia


OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
THE CASE FOR GOLD

  • Protected investors during every bear market but one over the last 50 years
  • Anytime markets were in a bear market, gold prices were rising
  • World economies are slowing
  • Central banks are stimulating
  • Corporate and government debt at record levels

No Bookshelf titles this week.


RECESSION PROTECTION

  • Own Berkshire Hathaway- can grow value during recessions
  • Own gold bullion – historically rises in recessions<
  • /ul>

    • Antofagasta PLC (ANTO:LN)
    • Alphabet Inc A (GOOGL)
    • Oracle Corporation (ORCL)
    • Mastercard Inc (MA)
    • Nestle SA (NSRGF)
    • Bayerische Motoren Werke AG (BAMXF)
    • Samsung Electronics Co Ltd (SSNLF)
    • LKQ Corporation (LKQ)
    • Berkshire Hathaway Inc B (BRK.B)


    This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

    Chuck de Lardemelle from the WEALTHTRACK archives:

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    OPEN MIND

    The ability to change one’s mind is key to investment success says IVA Advisers Chuck de Lardemelle.

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