
#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape
Superinvestors and the Art of Worldly Wisdom
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The Future of Bonds and Stocks
The big change will be that bonds are no longer going to be, I think, the safe asset that has a negative correlation to equities. If you're a company and we're in inflationary times, maybe your top line will go up a bit more. A shift out of treasuries into real estate, into equities, into gold would be the logical step in that world.
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