Journal
December 2024
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Value of the Non-Intrinsic / Merry Christmas
Good Morning Ladies and Gentlemen ”It is ideas, not vested interests, which are dangerous for good or evil.” John Maynard Keynes Non-Intrinsic It is in the nature of things and a well-documented phenomenon that individuals tend to overestimate the validity of their personal analyses and perspectives and underestimate those of others. I am aware […]
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Mark Valek: Combining Bitcoin and Gold
Mark Valek, partner at Incrementum and a leading expert on integrating Bitcoin and gold into investment portfolios, joins the podcast to share how to build a sound money portfolio using principles from the Austrian School of Economics.
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The Pioneer: Gold auf dem Weg zu 4.800 Dollar
To listen to the full podcast, click here.
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Bitcoin und Gold: Konkurrenz oder perfekte Symbiose?
Wir diskutierten die Gründe für die Rally und wohin die Reise gehen könnte. Zudem beleuchteten wir, warum es durchaus sinnvoll sein kann, auf Bitcoin und Gold im Portfolio zu setzen. To listen to the full podcast, click here.
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Incrementum All Seasons Fund Interim Management Commentary – 18.12.2024
The fund managers’ reflections on important political and macro topics and how they affect his management on the fund.