AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
TIP472: Inflation Masterclass continued W/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
How Do You Include Inflation Expectations in Your Asset Allocation?
How do you include your inflation expectations in your asset allocation for retirees who have to live off the portfolios? This is a hard question. I've always been reluctant about adopting that sort of model, really embracing it aggressively. The holding of 25% gold and 25% cash just always from a basic portfolio theory perspective struck me as, that's too much, too much in both. And who knows what's going to happen with?
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