AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Slaying the Inflation Dragon | Jurrien Timmer
Forward Guidance
How to Value Gold as an Inflation Hedge
The best indicator for gold are real rates, which kind of makes sense. If you're buying bonds at 2%, and the real yield is minus one, you're essentially locking in a minus 1% real return over the 10 years or 30 years that the bond portfolio lasts. So then you need to look at how do I at least get a positive real return? And of course, equities is one area. You've got that compounding magic that's the eighth wonder of the world.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode