Inflation Hedge Maintenance - Our Bond Big Short Thesis Explained episode artwork

EPISODE · Feb 16, 2022 · 39 MIN

Inflation Hedge Maintenance - Our Bond Big Short Thesis Explained

from Buffetting with Kass and Mitch

No sense in having a good hedge unless you're going to look after it. In this episode we discuss updates on the state of inflation in the U.S, updates to our bond short, the flaws we see with the yield inversion argument and the threat of recession. Bit of a heavy one, so we've lightened it up with a hint of cannabis at the end. We hope you enjoy the chat.For more content you can find us on the links below:Twitter:@mitch_dol@kassia_dolYoutube: "Buffetting with Kass & Mitch"FB/Insta: @buffettingkassmitchAlways remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.

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Inflation Hedge Maintenance - Our Bond Big Short Thesis Explained

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