Volatility Insurance: How to Shield Your Wealth From Economic and Monetary Storms in 2026 Part 2 with Bruce Fraser

This episode continues the podcast webinar originally hosted inside Amy Sylvis’ investor club. In Part 2, Amy speaks with macroeconomic strategist Bruce Fraser of Elkhorn Capital Partners about interest rates, inflation, and the possibility of a future monetary reset. They also discuss how these macroeconomic forces influence investment strategy, including why Bruce focuses on workforce housing and how population trends and affordability shape real estate markets.

This episode is Part 2 of the webinar series, so be sure to listen to Part 1 for the full macroeconomic

Watch/Listen to Part 1:

Youtube: https://www.youtube.com/watch?v=gmKzKx9qCPI&t=13s

Spotify:https://open.spotify.com/episode/2Vf4x1WTH9mcsLA6Fwxf4q?si=6mVBzPnuRt-oGM0TlWezOQ

Apple: https://podcasts.apple.com/us/podcast/volatility-insurance-how-to-shield-your-wealth-from/id1730874629?i=1000754460566

Connect with Bruce Fraser

https://www.linkedin.com/in/bruce-fraser-304120/

https://elkhornpartners.com/

Connect with Amy Sylvis:

https://www.linkedin.com/in/amysylvis/

Contact Us:

https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar

[e-mail]

00:00 Part Two Setup

02:24 Will Warsh Save Us?

04:09 Rates Debt and Fed Reset

08:47 Position Accordingly

15:47 Where to Invest and Why

18:57 Inflation Hedge Done Right

19:50 Webinar Invitation Break

20:49 Incentives Over Cost Cutting

29:48 Wrap Up And Resources

31:04 Monetary Reset Reading