As we look back on a fascinating year in the markets, Nico Katzke (Head of Portfolio Solutions at Satrix) delivered a fantastic mix of insights on this podcast that can be applied to your strategy in 2026 and beyond.

For example, it's so important not to learn the wrong lessons from a particular investment or observation. It's also important to avoid complexity for the sake of complexity - if there's a simple solution that works, then that's probably the right one.

Along with insights related to investment term, diversification, the AI "bubble" (a term that Nico isn't a fan of), US hegemony, gold and REITs, there's just so much in here. Get ready to apply more discipline and less drama to your portfolio decisions, assisted by the depth of knowledge and experience shared by Nico on this podcast.

This podcast was first published here.

Disclaimer:

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