5min chapter

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Listener Mailbag

Animal Spirits Podcast

CHAPTER

Acid Allocation

If you have a hundred percent portfolio of stocks versus 90 %, it's probably not that much of a difference. When interest rates go from one point 3% to three point 6%, your bonds are going to lose money. And i don't care how much inflatial protection there is in there. Defensive stocks are still stocks in a bare market. So they will go down less than the oval market, but theyre goin to get hit. But ye, it's tough. If inflation keeps exceeding estimates, why are tips not appreciating? Pull up a carr denation component is just one component. I'll send you a copy my book, because that selocation choice is

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