MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Implications of a Period of Deflation on Asset Prices
The markets are telling you what they think will be in high demand over the months ahead. Anything that has safety and liquidity attached to it is going to do well during a deflationary period. Long duration and bonds, especially in the middle part of the curve toward the end of the curve, should outperform if we're heading into this type of time. Another one which seems counterintuitive is gold because people perceive of gold as an inflation hedge. It's actually a good hedge against what Keynes call the twin-eat-twin monetary evils.
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