When the stock market shakes, most people know what they don't want to do. Fewer know what they should do. In this week's episode we meet Mikael Yman — a fixed-income manager with an answer built on real portfolios, not theory.
- The private investor's most common mistake when markets turn stormy
- Savings accounts, fixed-income funds and gold — through a fixed-income manager's eyes
- Why unlisted behaves differently when the stock market falls
- How large a share of the portfolio reasonably belongs in unlisted
About the guest
Mikael Yman has managed IKEA's global fixed-income portfolio, been a Portfolio Manager at Alfred Berg and today manages capital at Alpcot. He has seen how institutional capital moves when markets turn stormy — and where the money really ought to be.
In the episode
A conversation about risk, timing and allocation when the market is nervous. Mikael shares how a manager thinks about liquidity, which alternatives actually hold up when the stock market falls — and where the next opportunity may lie.
Listen now
New episode every Tuesday at 06:00 Go to Vägen till Exit
