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In this episode of Definitely Uncertain, we discuss what the new global environment means for global investing today. Join us as we sit down with Eran Peleg, a global financial markets advisor and investment strategist, discussing the fundamental shift from a global economy focused on "fast and cheap" efficiency to a "new regime" driven by geopolitics, state-led industrial policy, and persistent inflation. The conversation explores how investors must adapt their portfolios – moving away from traditional 60/40 models – to account for structural changes in tech leadership, commodity cycles, and the necessity of broader geographic and currency diversification.
IN THIS EPISODE, WE DISCUSS:
• The "New Regime" of Global Macro.
• Geopolitics as a Primary Driver.
• Challenging Tech and Dollar Dominance.
• Portfolio Structural Adjustments.
• Strategic Advice for Israeli Investors.
ABOUT ERAN PELEG
Eran Peleg is a global financial markets advisor and investment strategist. He teaches ‘geopolitics, global economy and financial markets’ at Tel-Aviv University and was formerly the Chief Investment Officer of Clarity Capital.
ABOUT DEFINITELY UNCERTAIN
Since 2020, Goldrock has produced Definitely Uncertain, The Private Wealth Podcast. The podcast helps to unravel the many uncertainties facing high-net-worth families, covering topics ranging from investment strategies and macro trends to family governance and philanthropy.
ABOUT GOLDROCK
Goldrock is a trusted family office advisory firm - assisting significant families in the management of their affairs and financial assets. Goldrock understands the importance of wealth preservation and risk mitigation, and has first-hand experience managing significant family events and milestones. We are strong believers that asset allocation is the key driver to investment returns. We create our own global asset allocation which is applied uniquely to each family and work with the best investment managers from around the world. Our only interests are those of the families we serve. We are a fee-only, non-discretionary adviser. The firm was established in 1998 by Daniel Goldman.
Learn more: https://www.goldrockcap.com/
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