Since 2009, we have seen little fiscal policy change and extremely low-interest rates. As a result, the optimal investment has been to passively and indiscriminately buy the stock market. With the election of Donald Trump, we see a new paradigm. We have spent the last few months analyzing the various "Trump Trades" prevalent since November 8th, and believe the dots are increasingly converging around an environment of higher interest rates, rising inflation, and increased volatility. For more, click here.
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Biltmore Family Office is an independent SEC-registered advisor to investment-oriented business owners and their families.
On Volatility and Opportunity
Biltmore Family Office is an independent SEC-registered advisor to investment-oriented business owners and their families.
2023 Quarterly Review
Analyze the first half of 2023 and outlook on the year ahead with Biltmore Family Office's Chief Investment Officer, Rael Gorelick. Topics covered include bank runs, generative AI and interest rates.