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Equity investing is about the way things are, not the way things should be

Investing Experts

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Navigating Inflation and Defensive Strategies in Investing

The chapter explores the impact of inflation on the market and the importance of defense strategies in investing, particularly for older investors. The speaker shares personal insights on adjusting portfolios to protect against market declines and capitalize on opportunities. Emphasis is placed on tactical stock weightings, allocation percentages, defensive measures like disaster put options and S&P call options, and the use of cash positions to navigate the modern investment landscape.

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