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6min chapter
TIP495: The Changing Composition of Money w/ Alfonso Peccatiello
We Study Billionaires - The Investor’s Podcast Network
Asset Allocation
Trevor Timme: I think we are looking at a period which is very similar to late 2000 beginning of 2001. He says there have been a lot of animal spirits and irrational risk taking experiences in 2021, which pretty closely remind of the dot comb bubble in 2000. Timme: If you think that this inflationary trend is coming while earnings growth and economic growth will still disappoint, then historically, one of the best assets that perform in this environment are bonds and gold as well.
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