TIP426: Gold and Commodities w/ Lyn Alden
We Study Billionaires - The Investor’s Podcast Network
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Navigating Asset Allocation: Bonds, Gold, and Inflation
This chapter explores the complexities of asset allocation, particularly the role of bonds, gold, and commodities amidst varying market conditions and low yields. It delves into the intricate relationships between money supply growth, inflation, and the performance of different asset classes, emphasizing gold's behavior as influenced by real interest rates. The discussion also includes a historical context of gold and silver valuations, highlighting the evolving dynamics of market demand and price ratios.
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