Investing & The Global Economy - Live Q&A

Do you have a question that you would like to ask Ramin? Well, this is your chance! You can ask Ramin anything about investing or the global economy and Ramin will answer your questions live at 7pm UK time on Thursday 6th June 2024.

What Else PensionCraft Offers:

Timestamps
00:00 Introduction and Channel Updates
03:50 Market Updates and Central Bank Policies
05:31 Vanguard Life Plan Model Portfolios
11:22 Single Stock Approach and US Market Tilt
17:26 Analysts and Market Predictions
22:24 UK Treasuries and Short-Term Gilts
26:37 US-China Trade War and Equity Markets
31:28 Sector Calls and Tariffs
33:14 Tax efficient Investment Options for High Earners
43:25 Private Equity and Investment Trusts
52:24 UK Banking Stocks and Market Cycles
56:21 ETF Safety and Final Thoughts

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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

[chriswood]

Why do you not put your podcast on YouTube?

[hproberts]

Ramin I really loved your comments about analysts. You’re so right on that one - yet it’s so easy to get sucked in by them - I know I have.

[mccannger]

I use an approach very similar to the AssetMix portfolio to dial down the US and allocate into bonds and defensive stocks. Have also added some gold (10% of overall portfolio) as am hearing a lot about the structural reasons for the price performance recently and the expectations this will continue moving up in future.

Thanks for the great info as always Ramin. Would really appreciate if you wanted to make another video with your take on where gold and other commodities may be headed later 24/early 25.

[TheLiverpoolDelta]

Don't forget to Smash the LIKE Button.

[blumousey]

I suppose it's possible that a lack of a direct gilt-buying platform is due to lobbying from the finance industry to keep their fees rolling in?

[mf]

Hi Ramin! Why don’t you publish the periodic series on the performance of your momentum portfolio anymore? Will it come back ? Thanks!

[davysawd]

On the FSCS site the distinction between a Platform going bust and the investments is not really clear i.e are you covered 85k for both. Vanguard does say it ring fences funds, but it is difficult to find that info for others e.g. Halifax. I also read that a platform as your nominee, is actually the legal owner of the shares/investments?
Also, if the funds are indeed covered (as well as the Platform), is it only UK domaine funds and not Ireland/ IOM etc.
It would be good if the FSCS was absolutely clear about this. I don’t want to find out the hard way.

[simonnicholls]

Why aren't I surprised the Dutch life plan has half the UK charges

[Kep]

Hey ramin, is that portfolio critique open to usa investors?

[badkeiser]

I like finance pundits not for their opinions but their content is littered with facts and data.

[VoiceOfThe]

The U.K. you pay a lot of tax... so not sure why you say otherwise Ramin 🤔