Tony Greer: How to Navigate an Era of Volatile Inflation ft. Kevin Muir CFA
If inflation remains elevated for years to come, it's time to challenge traditional portfolio strategies.
Real Vision: Finance & Investing · Real Vision Podcast Network
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how this threatens the long-standing negative correlation between stocks and bonds and how this profoundly impacts portfolio construction.
Kevin Muir kindly shared 5 of his paywalled articles exclusively for RV members. Find them here: https://tinyurl.com/msnhewp9
Learn more about your ad choices. Visit podcastchoices.com/adchoices