Inflation
Interview: How to Hedge Your Portfolio for Inflation – Invested.dk
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!
Inflation, Interest Rates, and Hedging
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.
Inflation and Housing Prices
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.
Time to Ramble On – Peter Costa
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
The Depth Report – In Which We Tempt Fate by Disagreeing with Nassim Nicholas Taleb Regarding Bitcoin
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