Lyn Alden: The New Era Of Fiscal Dominance = More Inflation, Slower Economy
Thoughtful Money with Adam Taggart
00:00
Navigating Inflationary Environments Through Diversified Portfolio Strategies
Exploring the importance of diversified portfolio allocations in inflationary times, the chapter emphasizes assets such as energy, gold, commodities, short-duration treasuries, and potentially Bitcoin. It contrasts the approach with traditional 60/40 portfolio allocations and underscores the significance of allocating more to inflation-hedged assets. The discussion extends to strategies for evaluating companies based on free cash flow, growth potential, peg ratios, and the dividend-adjusted peg ratio rule, using Costco as an example.
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