Cover art for podcast The Mike Alkin Show: Talking Stocks Over a Beer

The Mike Alkin Show: Talking Stocks Over a Beer

75 EpisodesProduced by Curzio ResearchWebsite

Listen to hedge fund veteran and one of the best short-sellers in the world, Mike Alkin from Curzio Research, as he talks to CEOs, Corporate Managers, and Hedge Fund Managers to expose price imbalances and money-making opportunities “hidden in plain sight.” (720693)

1:24:28

Episode 4: How to Construct a Balanced Portfolio

On this episode, I welcome Alex Oxenham, co-portfolio manager of the Hilton Tactical Income Fund.

Alex is one of the smartest investors I know. And today’s interview is chock-full of actionable advice…

First, Alex explains how he constructs a portfolio for both capital preservation and income generation.

Next, you’ll learn his daily routine… or what aspects of the markets Alex reviews each morning.

He also shares his macroeconomic outlook and how it will affect stock and bond prices. Find out why Alex doesn’t think we’re in a financial bubble… and why he isn't worried about government debt.

And finally... Alex tells us his favorite sectors to invest in right now… and which he’s avoiding.

When Alex signs off, be sure to stick around for my educational segment [1:16]. We’ll discuss Trump’s new import tariffs on steel and aluminum… how they could affect prices everywhere–– from daily shopping to investments––and which sectors are likely to win and lose.

I’ve got lots of great information for you today, so let’s get started...

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