Divine Intelligence, etc cover image

ac_20220602

Divine Intelligence, etc

00:00

The 60 Forty Bond Portfolio Is Overperforming

i would stick with one ounce sovereign coins, and i would negotiate for the lowest premium to melt value on gold. I much prefer hedge quity to bonds. The forty ermarkable market in bonds is over. If we go into a serious kind of duflation, certain bonds are going to do very well. But given the yields and the risks on bonds, you know, i'd rather just have cash.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app