
Real Vision: Finance & Investing Is the Real Rates Tsunami Incoming?
Nov 25, 2023
The podcast discusses the resurgence of higher real rates and offers insights on crafting a balanced portfolio. They explore the impact of COVID-19 on the debt-to-GDP ratio and compare gold and Bitcoin as stores of value. The speakers also discuss the consequences of exponential technological advancements and the opportunity to invest in AI.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Reflections on Markets, Inflation, and Fiscal Policy
02:37 • 16min
Uncertainty and Confusion Regarding Net Fiscal Impulse
18:16 • 2min
The Impact of COVID-19 on the Debt-to-GDP Ratio
19:49 • 19min
Exploring Investments in Hard Assets and Cryptocurrency
38:57 • 6min
Comparing Gold and Bitcoin as Stores of Value
44:47 • 18min
The Consequences of Exponential Technological Advancements and the Opportunity to Invest in AI
01:02:45 • 2min
