Episode 48-The Alt Shift: The Rise of Alternative Assets
Manage episode 457610926 series 3537580
Alternative assets like gold, cryptocurrency, and private credit have gained momentum in recent years, driven by the COVID-19 pandemic, the Ukraine war, and uncertainty around interest rates. These investments have become key as investors seek stability and higher returns.
With President Trump 2.0 preparing to take office and new uncertainties on the horizon, what’s next for these assets and global markets?
Joining us for our 48th episode is Charles-Henry Monchau, Chief Investment Officer at Bank Syz. Syz Blog-https://blog.syzgroup.com/
In this episode, we spoke about several topics including:
- Defining alternative assets
- Cryptocurrencies and money debasement
- Gold prices
- 2025 outlook for markets
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Intro theme song-Desert Meditation by omar sahel via Pixabay
Chapters
1. Episode 48-The Alt Shift: The Rise of Alternative Assets (00:00:00)
2. Beginning of discussion (00:01:29)
3. Charles' background (00:02:01)
4. Day-to-day activities (00:04:08)
5. Type of clients (00:05:49)
6. What are alternative assets? (00:06:42)
7. Alternatives' performance (00:10:38)
8. Cryptocurrencies (00:12:54)
9. Money debasement (00:21:37)
10. Gold (00:25:55)
11. Gold prices in 2025 (00:28:31)
12. Coffee futures (00:29:33)
13. Energy usage in alternatives (00:32:04)
14. Private credit in the MENA (00:34:14)
15. Market outlook for 2025 (00:36:56)
16. Thoughts on China (00:41:16)
17. Upcoming projects (00:43:46)
18. Social media accounts (00:46:04)
60 episodes