Melt up to Melt Down
Real Vision: Finance & Investing
00:00
What Could Go Wrong With That View?
As far as I can back test and inflation level in PC call terms below 4% means that correlations will be restored. The base case isn't a correlation. Restore being restored this year. So what could go wrong with that view? That's also interesting to discuss for 23. Inflation suddenly has another spike. And then you kind of back to the same hell, but I keep going back to. In the 70s, treasuries during major drawdowns for stocks still lost less money than stocks.
Play episode from 26:36
Transcript
