The Plan for Happy Podcast

The Permanent Wealth Podcast 10: Duncan MacInnes From Ruffer

April 26, 2022 Adam Walkom / Duncan MacInnes Season 2 Episode 10
The Plan for Happy Podcast
The Permanent Wealth Podcast 10: Duncan MacInnes From Ruffer
Show Notes

Today’s guest is Duncan MacInnes from Ruffer. Duncan is manager of the Ruffer Diversified Return Fund.
Duncan and I discuss the following:

  • What it is like to manage Cautious funds in the present market conditions.
  • How Ruffer made profits in all of the recent crises - the Dot.com bust, GFC in 2008 and Covid crash in March 2020.
  • How standard retail advice and risk profiling is pushing clients towards the “killing pen of fixed income”.
  • And finally Ruffer’s famous (or infamous) Bitcoin trade and what they/he thinks of crypto.

I hope you enjoy my conversation with Duncan MacInnes from Ruffer

Link: Permanent Wealth Partners
Link: Ruffer