
MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more
Macro Voices
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The 60-40 Strategy Is Not Going to Cover the New World We Live In
Blaine: I really believe things are never as bad as we're fear. And when you've got inflation-creative negative yields in government bond markets, you need to find alternative sources of income. One of the ones that we're looking very closely at is aviation finance because we think there just happens to be a fantastic opportunity in aviation at the moment. Blaine: Where do commodities fit into the whole story? The more uncertain the world is, the more gold goes up.
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