01:14:01
Essential
•The Deep Dive
How to Navigate an Era of Volatile Inflation
If inflation remains elevated for years to come, it's time to challenge traditional portfolio strategies.
Featuring Kevin Muir CFA and Tony Greer
Aug 08, 2023 • 74 minutes
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
Show MoreThe world's premier finance and business interview series. The smartest minds in finance sit down for incredibly deep-diving discussions. Peer-to-peer conversations between the rock stars of the financial world.
More EpisodesThe world's premier finance and business interview series. The smartest minds in finance sit down for incredibly deep-diving discussions. Peer-to-peer conversations between the rock stars of the financial world.
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