Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello
Thoughtful Money with Adam Taggart
00:00
Asset Valuation and Macro Portfolio Strategies
The chapter explores the valuation of assets like gold and Bitcoin, comparing them to the stock of fiat money in major economies and discussing their long-term growth potential. It also delves into the dynamics of the bond market, analyzing interest rate dynamics and potential signals of economic weakness. The speaker offers insights on asset allocation strategies in light of potential recessionary conditions and suggests defensive investment options like US Treasuries.
Transcript
Play full episode
