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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2021 Outlook and the Year Ahead
Biltmore Family Office's investment team was very active allocating client assets throughout the turmoil of 2020. Here, our Chief Investment Officer, Rael Gorelick, reviews last year's results. Listen to the review below, or by clicking here.
2023 Q3 Quarterly Macro Review
It seems that we wake up each day to a new significant news story. It's hard to keep up. This quarter, we try to provide a relevant narrative out of the complex array of events bombarding us each day. Within that narrative, what does it mean for our investment allocations?
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.