Skip to content

Series

Which Asset Class Is For You?

Gold, bonds, property, Bitcoin, index funds, derivatives. What each one actually is, what it is for, and who it is genuinely wrong for.

9 episodes

Episodes

  1. Episode 1

    How to Pick the Best ETFs: The 4-Step Banker Audit That Filters 90% Out

    The four-step audit a banker runs on any ETF — and why it filters out most of what is on the shelf.

    Read the written version → Watch the episode here

  2. Episode 2

    Value Investing: Why Billionaires Ignore the P/E Ratio (Do This Instead)

    Why the P/E ratio tells you far less than you think, and what professionals look at instead.

    Read the written version → Watch the episode here

  3. Episode 3

    Bonds: How $17 Billion Disappeared Overnight (Safe? Think Again)

    Bonds are the 'safe' asset — until they are not. What actually happens when a bond goes to zero overnight.

    Read the written version → Watch the episode here

  4. Episode 4

    Index Funds vs Mutual Funds: The 2% Reality That Banks Don't Tell You

    Index funds versus mutual funds. The cost difference is small, certain, and compounds against you for decades.

    Read the written version → Watch the episode here

  5. Episode 5

    REITs vs Buying Property: What $50 Trillion in Smart Money Knows

    REITs or bricks? What institutional allocators actually own when they want property exposure — and why.

    Read the written version → Watch the episode here

  6. Episode 6

    Norway's Sovereign Fund Owns No Gold. Central Banks Keep Buying.

    Central banks are buying gold at record levels while most institutional portfolios hold none. Both can be right — here is why.

    Read the written version → Watch the episode here

  7. Episode 7

    Bitcoin Is NOT Digital Gold (BlackRock's Institutional Proof)

    Bitcoin is often sold as digital gold. Its actual correlation behaviour says otherwise — and BlackRock's own framing shows it.

    Read the written version → Watch the episode here

  8. Episode 8

    Why a $846 Trillion Market Isn't the Trap Everyone Thinks It Is

    The derivatives market is quoted at $846 trillion, and the number is almost meaningless. What it really measures.

    Read the written version → Watch the episode here

  9. Episode 9

    Rules Over Access: The Simple System Behind $50 Trillion in Institutional Money

    The finale. Institutions do not win through access — they win through rules. The system behind $50 trillion, and how to copy it.

    Read the written version → Watch the episode here