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If inflation remains elevated for years to come, it's time to challenge traditional portfolio strategies.
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
CHAPTERS:
1 Kevin's Thoughts on the Trajectory of the Bond Market & Inflation 01:05
2 How Can Interest Rates Actually Be Stimulative? 0:16:42
3 How the Negative Correlation Between Stocks and Bonds May Change 0:27:44
4 Viewer Questions 0:42:54
5 Equal Weight vs Market Cap: Does This Arb Still Exist? 0:52:11
6 Why Are Buy-write ETFs Gaining in Popularity? 0:58:32
7 On Japan and Gold 01:03:17
8 Final Thoughts 01:11:40
Thanks for watching Real Vision Finance!
#realvision #inflation #financialmarkets
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