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#722 The Macro Economy and Your Portfolio w/ Lyn Alden

The Pomp Podcast

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Are You Changing the Portfolio?

Elen: As people see the higher ad higher inflation number, feels like people ar geting red tolled on a daily basis. Do you look at changing the portfolio, right? Are there things that you're tactically doing as inflation continues to not only be persistent, but actually accelerate in official numbers? Or is it no, i positioned myself kind of q three, c four last year for inflation. And now was just playing into exactly how i've been kind of allocated in a portfolio perspective. So not been making many changes lately, because i've been positioned for this.

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