There’s A Bubble in The Inflation Narrative | Darius Dale
Forward Guidance
00:00
How Beta Shapes Asset Allocation
You got out of the commodity trade recently. What sort of things are you looking to replace that with? Yeah, no, I mean, that was a very fortuitous pivot. Wish we sold all of our commodity exposure. We held on to a lot of crypto exposure. It's kind of a mistake on our behalf. But the reality is we should have sold it all. And so that's what I mean by investors are generally overweight high beta securities,. Both commodities and stocks that look like commodities or specs.
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