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Keeping it Simple on the Road | Ep. 2: I'll Take Two, Utah... Two!

Keeping it Simple with Simplify Asset Management

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The Correlation of Stocks to Bonds

If inflation gets above two and a half, or rates above four and a half,. i'm talking long rates now, that the ion stocks te bond flips. I prefer for stocks, because e p s goes up because, by definition, inflation of six, you're raising prices. So therefore, nominal earnings go up. You're justcounting hem at a low rate. That's, that's stock bulish, isn't it? And that means this correlation idea is out the window. Its interesting, cause i, you kno A and mato, we bring up a really fastenating point.

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