Jeroen Blokland, True Insights - Multi Asset Masterclass | #473

In this episode of The Meb Faber Show, Meb interviews Jeroen Blokland, founder of True Insights, about the current state of financial markets. Jeroen shares his multi-asset framework, which incorporates macroeconomics, sentiment, and valuation, and discusses whether the recent banking stress constitutes a systemic crisis. He expresses caution regarding equities due to an expected earnings recession and highlights the potential downside for the housing market. The conversation also covers the role of gold in portfolios, the setup for high yield bonds, and geographic equity preferences, providing listeners with actionable insights into navigating the current investment landscape.