AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek
Forward Guidance
Bit Coin
Gold relative to the dollar, has been roughly flat this year. Long duration treasury bonds are down 30 per centi maybe a little bit more. And then of course, the 60 forty portfolio, where 60 % stocks is supposed to be helped by forty percent bonds, those have gone down together s in one of the worst years for the 60 forty portfolios. But i still think that inflation expectations are very important for both sits and longer term, inflation expectations haven't gone up very much, or the ben coming down again.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode