Gyroscopic Investing

You might enjoy this podcast interview about investing in a permanent portfolio inside the Euro zone as an independent individual investor. It is an interview with Marc de Mesel, who runs the blog http://europeanpermanentportfolio.blogspot.com/. Marc talks about his experience applying the Permanent Portfolio strategy in a European context. He also provides his thoughts on speculating in gold and other precious metals.

http://thevoluntarylife.blogspot.com/20 ... -marc.html

http://thevoluntarylife.com/investing_in_europe.mp3

Thanks for posting, it was really interesting to hear how a PP fits into investing in Europe at the moment.

Good discussion on the necessity of VP speculation to boost returns, although looking back over the last year I wouldn't have fancied my chances of beating PP returns.

Also nice to see Marc's blog supporting a healthly level of comments about the PP.

Thanks, I agree, the last year has been great for the PP. I'm a 100% PP person, but Marc's thoughts on why he's chosen 50% VP gave me a lot to mull over. I thought it was also really interesting to hear about his rationale for the choice of German bonds as opposed to an index of the whole Euro area.

Hi,

I am so sad that EU-PP is doing so bad...

Living in Syrië is bad
Losing investment money just brings you a litle bit back to the state in which you were born.
I started in 1986 and lost the first month 25 % of my investement. I was also sad and phoned my mother.
She just said; don't worry, you just learned the most important lesson in investing; you can lose

Thomas Hoog wrote: Living in Syrië is bad
Losing investment money just brings you a litle bit back to the state in which you were born.
I started in 1986 and lost the first month 25 % of my investement. I was also sad and phoned my mother.
She just said; don't worry, you just learned the most important lesson in investing; you can lose

nice!