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Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments | #474

The Meb Faber Show - Better Investing

CHAPTER

How to Diversify an Equity Portfolio in Times of High Inflation and Deflation

The idea is to create a strategy that we think is going to help diversify an equity portfolio in both times of like high inflation and deflation. The average investor, 64 to US or the average advisor has very little real asset exposure. So you know, a year like last year or years in higher, unexpected and sustained inflation, that's a problem. How do they slot, how do they mentally slot this in? Where does it fit? Like what, because a lot of people bucket these sort of concepts.

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