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A Quant's Take on Inflation

What Goes Up

00:00

The Greater Fool Theory Isn't Working, Right?

Om's view is that we tend to focus on longer term trends. We don't want to be the, you know, the snail in front of the steam roller. Cash is not a bad place to me in the short term. I mean, inlation hurts you over long periods of time. It's less relevant over short period of time. Horiz an an terms of our holdings. And george, we talked about tina and tia,. but i'm wondering what he would recommend to somebody who would like to be sitting in cash right now.

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