The Cockroach Portfolio
Pirates of Finance
00:00
How to Replace Gold With an Ensemble of CTA's
Gold is an example of that, where that's one path dependency for inflation. Where if I work with CTA with commodity training advisors and we try to find ones that are still commodity heavy. And the idea is they can trade upwards of 80 commodity markets. So you have a lot more path dependencies to monetize in an inflationary environment than just a singular path dependency with gold. We also still hold in our cockroach portfolio, which is what we call our Fiat hedge book. That's a little bit of gold and a tiny bit of cryptocurrencies.
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