#190 | How To Make Smarter Wealth Decisions by Thinking Like a Resources Portfolio Manager
Update: 2025-07-17
Description
Are your wealth decisions based on reality—or outdated assumptions?
Most investors stick with traditional strategies like 60/40 portfolios or chase headlines, but today’s markets—especially in resources—demand something far more nuanced.
In this episode, we go inside the mind and process of Onno Rutten, Vice President and Portfolio Manager at MacKenzie Investments, who manages mutual funds and ETFs focused on the resource sector. He breaks down the macro forces reshaping the global economy and how disciplined portfolio management adapts to those changes.
You’ll learn:
- Why sustainable free cash flow is the ultimate metric in resources investing
- How to recognize macro themes like deglobalization and de-dollarization early—before they price in
- What retail investors and advisors get wrong about portfolio construction and risk management
Discover how to think like a professional portfolio manager—so you can make better wealth decisions today. Tune in now.
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