19min chapter

Forward Guidance cover image

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

Forward Guidance

CHAPTER

Navigating High Inflation with Strategic Investments

This chapter explores various investment strategies in the face of rising inflation, discussing hedges like gold, Bitcoin, and Treasury Inflation-Protected Securities. The speaker advocates for adapting portfolios to focus on inflation and real rates to navigate the current economic environment. Insights on diversification, sectoral analysis, and comparisons between different currencies and assets provide a comprehensive approach to managing investments in times of inflation.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode