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