April 29, 2021
A webcast presentation as part of the CMT Association’s Americas Summit.
The unintended consequence of ‘easy money’ results in asset bubbles as recently seen in sky high equity valuations and negative interest-bearing bonds. Today’s investor is left with the dilemma of blindly accepting such poor value for their money or attempting to short the market only to be hurt by even higher asset prices. James Cox is a seasoned investment professional, systematic trend-following investment manager, and founder of The Straits Currency Fund. His discussion focuses on the old (precious metals) and new (digital assets) stores of value and how investors can position themselves responsibly in the current environment.
