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Unveiling Defensive Investment Strategies: Creating an Unshakeable Portfolio with Jason Buck

Lead-Lag Live

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The Importance of Capital Efficiency in the Global Inflation Portfolio

I like to find the other, you know, boring people that have given up on their crystal balls out there and were a safe harbor for them. I don't care what DPI or what anybody says or core PCE, what inflation is, if I can hold all the world's asset classes and be globally diversified and rebalance, like I should be just fine. And quite frankly, that should be the global inflation portfolio. Through rebalancing effects, you should hopefully outpace inflation a little bit. But once again, it's like, I don't have an opinion. It doesn't really have to have a viewpoint.

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