"The #Fed has been trying to ride 2 horses with 1 a$$..."
Short video 𧡠from our latest interview with @LukeGromen & @TaviCosta on how the Fed may be forced to back off its tightening cycle, inject new liquidity into an inflation spike & allow CPI to run even hotter...
"There is nothing more inflationary than a highly indebted government seeing rates rise..."
"They're going to have to finance this again & let that 8% CPI last year, run 8-10-12-15% CPI for the next 5 years. And then they can think about tightening..."
"I think ultimately we're in the early days of a vicious sector rotation..."
"...The Fed is going to be forced to print money into an inflation spike..."
More on the Fed riding 2 horses with 1 a$$...
"We're increasingly moving toward some sort of compressed super #inflation cycle in the US... where we have 3 years in the US of 100% - 200% inflation & debt/GDP is back to 40% & the #Fed takes Fed funds back to 5%..."
"The US isn't going to be #Japan. The US is going to be the US with Argentinian characteristics..."
Dubbed as the RV interview of the year & an instant classic by @RaoulGMI, this fascinating, informative & extremely important conversation with @punk6529 takes you into the mind of a leading thinker & investor in the #NFT space.
Warning: Brain melt possible after 142 mins of π€―
"It is a well known truism in technology, that technologies become consumerized when you stop talking about the technology."
When you decide to start investing, one way or the other, you are in the capital preservation game...
Meet Alex Lennard who sat down with @JasonMutiny for a look at his firms approach - βAbsolute return investing with a focus on downside protection.β
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Ok, so we know downside protection is absolutely key to preserving capital.
But, how exactly do you go about protecting your portfolio?
Ask yourself this question - "Where is the mania?"
Think protecting your downside is not as exciting or as profitable as other more aggressive strategies?