
#73 - Greg Sharenow: Inflation History, Outlook, and Hedging
Insightful Investor
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Investing with a Long-Term Perspective
This chapter explores key lessons from financial institutions on the significance of long-term thinking and aligned incentives in investment management. It emphasizes the importance of stable capital and proactive portfolio construction to navigate market volatility and inflation. The discussion also highlights historical contexts of inflation and the effectiveness of various assets in providing protection against inflation risks.
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