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SECTOR ETFURAURNMMIXEDIn depth · 4/5

No single ticker was named. Uranium & nuclear ETFs are one way for retail investors to get exposure. Not a recommendation.

Bond-bullion-hard asset barbell portfolio

The guest argued for a defensive portfolio structure of 40% bonds, 40% equities (primarily in Asia for a positive equity risk premium), and 20% hard assets like uranium and rare earths.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Bond-bullion-hard asset barbell portfolio · Zortix