We’d like to thank Erik, the team at Invested.dk, and their fantastic investor community for a great interview last week on #inflation, #interestrates, $GLD, $SLV, #oil, and #Bitcoin. It’s always a pleasure to speak with them!
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.
Gary Brode talks with Howard Freedland and Sophie Schneeberger of Echo Fine Properties about how coming increases in interest rates will affect housing prices. If you’re thinking of buying or selling a home, definitely check this video out right away.
DKI has been writing about #inflation, #interestrates, and #hedging. Here’s some great analysis by member of the DKI Board of Advisors, Peter Costa: Time to Ramble On
Overview: Nassim Nicholas Taleb is one of our intellectual heroes. His books, which include The Black Swan and Fooled by Randomness, constitute some of the best thinking and writing on risk in general, and financial risk in particular. He’s been publicly negative on Bitcoin, and while that is a respectable point of view, we disagree … Read more
