Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.
Overview: Today, we got the January Consumer Price Index (CPI) report which showed an overall increase of 2.4% for the last year. That’s flat compared to last month and...
Read MoreIntroduction: It’s normal to experience negative emotions when our portfolio isn’t doing well. Many people think professional investors don’t experience the same feelings that amateurs do. I can assure...
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