Team Favorite At the Money: Hot & Cold Investments
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Bloomberg Audio Studios podcasts radio news. What's the hot sector of the moment? Is it AI, the metaverse, gold, oil? Why do some stocks and styles fall in and out of favor on such a regular basis? The challenge for investors is
whether or not to jump into or out of these changing sectors and when. It's actually much harder than it looks. I'm Barry Rittholz and on today's edition of At the Money, we're going to discuss what to do with assets that have fallen out of favor with the markets. To help us unpack all of this and what it means for your portfolio, let's bring in Jan Van Eck, CEO of Van Eck Funds. The company manages about $75 billion across a variety of ETFs and mutual funds.
Let's just start with the basic concept. Why do broad things tend to fall in and out of favor? Well, Barry, you know, the firm was founded in 1955 and our perspective on the markets is that markets, financial markets, live within a broader world of political trends, economic trends, and technology. Also, the game of investing is really a art more than a science. If you go back a hundred years, Barry,
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