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QUARTERLY SPLITTER 10/8/2024 Despite the turbulence, the past quarter also brought price gains. What's next? What share ratio, how much gold, how much cash? And what can you expect from bonds? Bert Flossbach provides answers in conversation with Thomas Lehr in the new quarterly splitter. 00:00 Intro and welcome 01:24 What was Bert Flossbach concerned about in the 3rd quarter? 01:52 Price explosion in China 03:47 Is China an investment opportunity? 05:48 Problems in Germany 07:38 US stocks vs. EU stocks 09:26 Equal vs. market-weighted stock indices 13:46 Are falling interest rates good for stocks? 15:54 The Goldilocks scenario 18:06 What share ratio currently? 18:55 Gold: profit taking, yes or no? 19:40 Who or what drives the price of gold? 23:28 Bond ratio and cash 25:00 Why keep powder dry? 25:30 Outlook and end You can find out more about Flossbach von Storch here: https://www.flossbachvonstorch.de If you have any questions for us, write to us at: [email protected] Do you already know our LinkedIn page? Feel free to stop by: https://bit.ly/3uW9QIM You can also visit us on Instagram: https://bit.ly/3Ld7j5m