Inflation, Deflation, Stagflation - we hear these terms, but which scenario is most likely and why? More importantly, what that means for our investments and how to position ourselves accordingly.
Peter Boockvar is a very bright mind in this space and is frequently seen on CNBC discussing these topics. You won't want to miss this episode with Peter Boockvar on all things Flation and what it could mean for your portfolio.
🎙 New Podcast Episode
Show Notes
0:00:00 Welcome and context
0:01:27 What is your background?
0:02:40 What are your views on stagflation?
0:08:15 The impact of the vaccine to inflation
0:10:10 How do you see the current stagflation playing out?
0:14:21 How are these other countries opening up their economies without a vaccine?
0:16:04 Where do you see the price of gold in the future?
0:22:10 Key winds that could impact the price of gold?
0:25:03 What is the future of bonds?
0:30:11 What key factors are you monitoring regarding inflation?
0:34:39 Wage inflation trend
0:40:11 What are your thoughts on Bitcoin?
0:43:16 What is your ideal portfolio construction?
0:46:25 How can people invest in copper?
0:47:00 How do gold miners fit in a portfolio?
0:48:59 Anything else in the materials world that gets you interested?
0:51:51 Where can people find out more about you?
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