Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
The Silent Killer of Compound Returns
We explore how the illusion of safety in cash and bonds is quietly eroding portfolio growth through inflation drag and opportunity cost. With the ten-year Treasury yield holding near four percent and equity markets showing resilience, we dissect why traditional defensive positioning may be underperforming in a persistent low-volatility environment. Using recent data on sugar commodity outperformance and Visa’s expansion into blockchain-linked stablecoin payments, we highlight how asset allocation shifts are reshaping risk. This episode offers a concrete framework for evaluating whether your…
The skinny
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