Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott
Excess Returns
00:00
The Path to Solving the Inflation Problem
Fintuit: If you have inflation entrenchment that's here, and the Fed stays, or has to stay higher for longer, then it would seem like value overgrowth. It would seem like short versus long, in terms of fixed income, gold, maybe, and commodities. Fintuit: You don't just trade assets based upon what's happening with economic momentum. What you have to trade assets on isEconomic momentum, or your future view of what will likely transpire compared to what's priced in.
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