Jeroen Blokland is starting his own fund and is fully committed to scarce assets in times of high debt.
Turn on english subtitles!
In this episode, Paul Buitink talks to Jeroen Blokland, founder of the newly introduced Blokland Smart Multi-Asset Fund. Jeroen is a former multi-asset portfolio manager at Robeco and explains why he has now started his own fund.
He is betting on a combination of quality stocks, physical gold and bitcoin. This, he says, sets his fund apart from others. According to Jeroen, we live in a time of ever-increasing debt (in both good and bad economic times). He does not see this changing in the short term and therefore expects an increase in demand for scarce assets such as gold, bitcoin and quality stocks.
Timestamps: 00:00 Intro 01:31 Blokland Smart Multi-Asset Fund 07:29 Debt 20:39 Shares 24:58 Fund distribution key 29:00 Gold 31:28 Bitcoin 39:37 Historical volatility