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His audiences know him as THE ”Inflation Guy.” In the inflation markets he is known as a pioneer. He is considered as the Expert to the experts in the world of inflation markets where true expertise is hard to find. In this podcast the Inflation Guy talks about the hidden tax, the insidious assault on your wealth, and how to defend your money. Have a question? Email InflationGuy@enduringinvestments.com
Episodes
Monday Jan 24, 2022
Ep. 18: Cash is an Option Whose Cost is Inflation
Monday Jan 24, 2022
Monday Jan 24, 2022
Why do we hold cash? For anticipated needs, precautionary requirements, and sometimes because there are no better alternatives. In this episode, the Inflation Guy suggests that the role of cash in a portfolio is also to serve as an option on future opportunity, and the cost of the option is inflation. This has some interesting implications for asset prices and monetary policy effects today.
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