When is enough, enough?
In a recent conversation with Dennis Miller on Miller on the Money, Urs Vrijhof-Droese, Managing Partner of WHVP, shares his perspective on how monetary policy, structural debt, and international diversification influence portfolios today. He emphasizes the importance of long-term planning, disciplined diversification, and understanding structural risks rather than chasing short-term predictions. From the U.S. to Europe and Asia, the discussion explores how interconnected markets respond to debt, currency pressures, and geopolitical trends—and why currencies like the Swiss franc remain a unique anchor in uncertain times.