Building an Inflation Fighting Portfolio With Dave Schassler
Excess Returns
00:00
Commodities - Why Would I Own Any Commodity if I Expect a Recession?
Investors in the market are under-allocated to commodities. We're conditioned to think, what happened yesterday is likely going to happen tomorrow. If we want to have a conversation around what's the strategic allocation to real assets, I think it should be 15%. Better your nest egg on it is ridiculous.
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