Where Should the Search for Yield Take Us?

The video discusses the challenges of earning returns in inflated capital markets, emphasizing the need for a long-term view. It explores strategies for stable portfolios by considering asset classes in relation to each other and the economic conditions of different regions. The importance of diversification across stocks, bonds, and currencies is highlighted, along with protective strategies in light of political and economic uncertainties. The video suggests creative approaches to investing, such as focusing on large-cap stocks for stability.

What strategies can be employed to benefit from a slowing economy?

In what ways can large-cap stocks provide a protective strategy in a portfolio?