The Atlas Investor Tiho Brkan

Tiho updates us on the current status of the US and global economy including coverage of Europe and Emerging Markets. (Note, episode recorded early October prior to recent market selloff).

Tiho and Jordan discuss how and when Gold fits into a diversified portfolio, along with its immediate outlook and what catalyst to look for in the future that could reverse its primary current downtrend. The episode was recorded the previous week. 

Tiho covers the recent devaluations in Turkey and Argentina as well as the recent strength in the US Dollar. He discusses how to invest appropriately based on currency trends. He analyzes the current trend in the US Dollar and discloses a currency trade he will make. 

In part 2 of 2, Tiho covers the foreign stock markets that could deliver strong returns over the next 10 years. He discusses the importance of valuation, country policies, momentum and potential upside based on previous underperformance. 

In this two part episode, Tiho begins part 1 by covering recent outperformance in markets, the current late cycle condition and he explains which asset classes have the best prospects over the next 10 years and why.

Tiho provides an extensive update on global equity markets including the S&P 500, Foreign Developed and Emerging Markets along with an update on interest rates, the yield curve and the US Dollar. Tiho also shares his near-term outlook for these markets and assets.