{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"ASB Investment Podcast","title":"Fridays with Frank: Playing the long game, portfolio formations and backing what's in form","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/51131a63\"></iframe>","width":"100%","height":180,"duration":1193,"description":"Nigel and Frank go full tactics board this week, using England's World Cup semi-final as the launchpad for a deep dive into the strategic asset allocation process. From why going \"all-defence\" after a big goal rarely pays off, to finding the portfolio's star striker and building a squad where every asset covers for the next, it's a look at how the team balances attack and defence across market cycles. Plus, the week in markets: strong US bank earnings, a rough one for IBM, cooling inflation data, and why the Strait of Hormuz might be the wildcard substitute that changes the whole game.","thumbnail_url":"https://img.transistorcdn.com/ercIXts3OMwIooiYWbEwilQxQL1BEE816iuoMi7ZnQU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8yYWI0/Y2Y5ZTY5ODg0Mjdh/YmZiYjkyOTQzNjNl/MzVkMS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}