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Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434

The Meb Faber Show - Better Investing

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Is Real Assets the Best Place to Be?

In a financial repression, real negative, real rate world, and we're seeing this in 20 22, lot of people are waking up to this. Historically, you'll generally get weaker performance in paper assets as well as, say, highly valued growth assets. So i generally like the more value or dividend type of companies in this environment. I think there's probably some babies thrown out with the bathwater there, but yet.

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