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12min chapter
Financial Repression Is Here To Stay
The Macro Trading Floor
Navigating Asset Correlations and Deficits
This chapter examines the impact of increasing U.S. deficits on asset classes like gold and equities, focusing on how rising money supply affects asset prices. It highlights the complexities of asset correlations, especially during market stress, and introduces the acronym UDES to describe these behaviors. The discussion includes practical advice for building uncorrelated portfolios and emphasizes the importance of understanding underlying macroeconomic drivers in investment strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode