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MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation

Macro Voices

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Investing in Alternative Asset Classes

Inflation is going to persist for a long time, and might even get as high as three %. That's not anything close to the 19 seventies, a runaway inflation situation. In rechain an rena, configuring your acid alocation within that that portion of the portfolio as relates to increasing your exposure to commodities. And if you run any type of relative valuation model on gold, it's extremely underpriced in terms of how we think about managing risks.

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