Ep. 86: If Gold is Like TIPS, Should I Buy it?

Cents and Sensibility: the Inflation Guy Podcast

Contenuto fornito da Michael Ashton - the Inflation Guy. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Michael Ashton - the Inflation Guy o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

7M ago 18:18

MP3•Pagina principale dell'episodio

Sometimes, the episodes write themselves.

In Episode 84, the Inflation Guy pointed out that with real yields now comfortably above 2%, TIPS are at least fair and possibly just downright attractive from a long-term perspective. "Is it Time to Buy TIPS?" he asked.

But back in Episode 31, the Inflation Guy discussed "Why Gold is Like TIPS (or Vice-Versa)."

So, by the commutativity principle of podcasting (actually we just made that up), it follows that we should probably ask "Is it Time to Buy Gold?" So in this episode, the IG squares the circle and answers that question.

[He also clarifies that gold is lots heavier than TIPS. So they're not identical or anything. For that matter you can't make a necklace out of TIPS.]

NOTES

Podcast Callback: “Why Gold is Like TIPS (or Vice-Versa)” https://inflationguy.podbean.com/e/ep-31-why-gold-is-like-tips-or-vice-versa/

Podcast Callback: “Is it Time to Buy TIPS?” https://inflationguy.podbean.com/e/ep-84-is-it-time-to-buy-tips/

Blog Callback: “How Higher Rates Cause Big Changes in the Bond Contract” https://inflationguy.blog/2023/10/17/how-higher-rates-cause-big-changes-in-the-bond-contract/

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the new website!: https://www.EnduringInvestments.com/

100 episodi

#Trading #Business #Michael Ashton - the Inflation Guy