Is your portfolio prepared for Inflation? Ronnie Stöferle has written the In Gold We Trust report for 14 years now, and has some pretty unique views on why we should worry more about inflation and its impacts on our portfolios.
In this conversation we discuss many things inflation, including: why Ronnie believes it's coming, what to watch out for, and how to adjust your asset allocation appropriately.. The world's investment landscape is changing, you won't want to miss this episode with Ronnie Stöferle.
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Show Notes
0:00:00 Welcome and context
0:02:07 What is your background?
0:06:20 What are your thoughts on a more macro scale?
0:12:05 Are we speeding towards MMT?
0:17:40 How do you think through the current situation?
0:23:31 What are your thoughts on inflation?
0:28:54 Why do you think inflation hasn't kicked in yet?
0:36:30 What is the Incrementum Inflation Signal?
0:41:33 Inflation prognosis
0:48:31 What are inflationary asset managers doing differently?
0:51:59 What is pricing power?
0:55:41 Why include silver in the In Gold We Trust report?
0:57:56 What is the best way to buy silver?
0:59:55 How do you position Bitcoin?
1:04:00 What could change your mind about precious metals?
1:08:59 Where can people find out more about you?
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