# Navigating Equities, Gold, and Global Risk with Absolute Strategy Research

Page: https://stenobird.com/podcast/ibkr-podcasts-5831457/navigating-equities-gold-and-global-risk-with-absolute-strategy-research
Text version: https://stenobird.com/podcast/ibkr-podcasts-5831457/navigating-equities-gold-and-global-risk-with-absolute-strategy-research.md
Podcast: [IBKR Podcasts](https://stenobird.com/podcast/ibkr-podcasts-5831457)
Published: 2026-04-09T15:24:56+00:00
Episode link: https://interactive-brokers-podcast.podbean.com/e/navigating-equities-gold-and-global-risk-with-absolute-strategy-research/
Audio file: https://mcdn.podbean.com/mf/web/uypqkznr6a2qwsa5/pod-20260331-asr_final_disclosures_mixdown.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ibkr-podcasts-5831457/episodes/navigating-equities-gold-and-global-risk-with-absolute-strategy-research
Duration seconds: 409

## Resource

In this episode, Jeff Marine of Absolute Strategy Research joins the IBKR Podcast to discuss how shifting macro conditions, geopolitical tensions and historical data are shaping current portfolio positioning. The conversation explores asset allocation adjustments and what investors are watching as market conditions evolve.

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## Transcript

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