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MacroVoices #295 David Hay: The Case for Greenflation

Macro Voices

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Bonds in a Rising Inflation Period

Bonds are not performing their counterbalancing function to an equity portfolio. Longer the 60 forty portfolio that was yoko the champion for basically forty years, i think hi is gone. I think t the forty % in bonds could actually be a risk enhancer rather than a risk mitigator. Now i personally believe we're going into a decade that is more similar to the 19 seventies. The tether stable coin, that they've supposedly got a bank account in the bahamas, that seems very sketchy.

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