Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
The Market Huddle
Navigating Asset Allocation in a Rotational Market
Investors are advised to consider shifting towards real assets like gold, which have short durations, produce cash flow, and hold value even during crises. As the market rotates between different commodities driven by various factors like pricing and delivery demands, the challenge arises when inflation surpasses nominal growth leading to a 'monetary illusion' which can create difficulties during what feels like atypical recessions.
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