• Watch Frank’s Daily Updates
  • Here’s how dangerous this market is
  • Start loading up on this sector now

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 which 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 ones 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..

Download Transcript
Follow mIKE on Twitter: @footnotesfirst

RECENT EPISODES

renewable energy

Want to save the planet? Use nuclear power

Ignore the mainstream media—renewable energy isn’t saving the planet anytime soon. Today I break down why renewables are overhyped… and why nuclear power is the answer when it comes to saving the planet.
Listen Now
fossil fuel

The moral case for fossil fuels

There’s a lot of debate surrounding the use of fossil fuels, with many calling it immoral. But the Center for Industrial Progress has a different point of view… Listen as Don Watkins, the center’s director of education, makes the moral case for fossil fuels.
Listen Now
Markets have plummeted... now what?

What you need to know... and what you need to do.