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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 3 of 3

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 3 of 3

Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu | Brookfield

> "In this market, optimism is in the ascendancy... prices are probably high relative to intrinsic value, prospective returns are modest, and uncertainty risk is relatively high." — Howard Marks (Discussing the current state of the market cycle) [[00:02:04](https://www.youtube.com/watch?v=YVe2enQ0SOw&t=02m04s)] > "The riskiest thing in the world is the belief that there's no risk. One of the safest things in the…

Feb 24, 2026·Brookfield
Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu | Brookfield

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation | 20 Jan 2026

> *"[00:04:12](https://youtu.be/m7axJRgUdjo?t=252) The 'Goldilocks' era of low inflation and low rates is behind us; we are entering a regime where diversification must be more dynamic and intentional."* - **Christian Mueller-Glissmann** (Discussing the end of the traditional 60/40 dominance) > *"[00:08:45](https://youtu.be/m7axJRgUdjo?t=525) Alpha is no longer just about picking the right stock; it’s about…

Feb 15, 2026
·Equity
Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation | 20 Jan 2026

https://x.com/RonStoeferle/status/2021616719291166766?s=20

*Cumulative inflows by asset class : #Cash [$5.0tn], #Stocks [$3.0tn], #Bonds [$2.4tn], #Gold [$128bn] #Perspectives #Gold #BofA*

Feb 12, 2026·Gold
https://x.com/RonStoeferle/status/2021616719291166766?s=20
Source
BrookfieldEquityFinance
+66 more tags
Fixed IncomeHoward MarksInvestmentsMarkets & InvestmentsOutlook 2026Podcast

Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu | Brookfield

"In this market, optimism is in the ascendancy... prices are probably high relative to intrinsic value, prospective returns are modest, and uncertainty risk is relatively high." — Howard Marks (Discussing the current state of the market cycle) [00:02:04]

"The riskiest thing in the world is the belief that there's no risk. One of the safest things in the…

View Full Article
UJ
Feb 24, 2026
Source
EquityGoldman SachsInvestments
+22 more tags
Markets & Investments
Source
GoldInvestmentsMacro / Economics
+55 more tags
Podcast

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation | 20 Jan 2026

"00:04:12 The 'Goldilocks' era of low inflation and low rates is behind us; we are entering a regime where diversification must be more dynamic and intentional." - Christian Mueller-Glissmann (Discussing the end of the traditional 60/40 dominance)

*"00:08:45 Alpha is no longer just about picking the right stock; it’s about…

View Full Article
UJ
Feb 15, 2026
CommoditiesFinanceReport, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://x.com/RonStoeferle/status/2021616719291166766?s=20

Cumulative inflows by asset class : #Cash [$5.0tn], #Stocks [$3.0tn], #Bonds [$2.4tn], #Gold [$128bn] #Perspectives #Gold #BofA

View Full Article
UJ
Feb 12, 2026