The Master Investor Podcast with Wilfred Frost cover image

Larry McDonald: Inflation’s Not Dead, Commodities Are Just Starting, and Why Passive Investing Could Break the Market

The Master Investor Podcast with Wilfred Frost

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Revising Portfolio Strategies for Inflationary Times

This chapter focuses on evolving portfolio construction strategies, advocating for a significant allocation to commodities as a hedge against inflation. It explores the implications of inflation on the value of cash flows and the increasing appeal of hard assets over financial investments.

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