Larry McDonald: Inflation’s Not Dead, Commodities Are Just Starting, and Why Passive Investing Could Break the Market
The Master Investor Podcast with Wilfred Frost
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Navigating Debt and Commodity Dynamics
This chapter explores the staggering $37 trillion in debt and the Federal Reserve's role in managing it through financial repression. It highlights the potential shifts in investment strategies amid rising inflation, emphasizing the growing importance of commodities over traditional equities. The discussion also covers market implications of recent economic crises, including a reevaluation of asset performance and the emerging bull market in commodities.
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