ET Podcast #7 - Inflation Investing

We’re going to Pack-source a slate of investment strategies for an inflationary world.

Here are five tentpoles to organize and support that effort, five sets of questions we must answer.

What should we think about …

1) US Treasuries?

2) US Housing Market?

3) Narrative of Central Bank Omnipotence?

4) Fiscal Policies and Inflation Expectations?

5) Real Assets and Abstracted Securities?