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https://www.youtube.com/c/Wealthion https://www.youtube.com/c/Wealthion https://www.youtube.com/c/cambridgehouseintl1 https://www.youtube.com/c/cambridgehousei

by chewz 4y ago

https://www.youtube.com/c/Wealthion https://www.youtube.com/c/Wealthion https://www.youtube.com/c/cambridgehouseintl1 https://www.youtube.com/c/cambridgehouseintl1 https://www.youtube.com/user/StansberryMedia https://www.youtube.com/user/StansberryMedia A mix of gold, energy companies and t-bonds should do well during stagflation... But with 10-year horizon it would be best to stay in cash and patient and informed. There would be a couple of unique opportunities - both macro and event driven. In other words don't be invested in all the time.

nickff 4y ago
Timing the market is basically impossible for a retail investor, and I think it's an especially bad idea for someone who has no idea what they're doing.
- more_corn 4y ago
  But over the long term the market trends upwards. There’s currently a buying opportunity. Might as well get into the market in a dip.
- chewz 4y ago
  Actually momentum strategies work best during inflationary periods. That shloudn't be too hard for a person with (I assume) tech background... The Best Strategies for Inflationary Times - [https://jpm.pm-research.com/content/47/8/8/tab-article-info https://jpm.pm-research.com/content/47/8/8/tab-article-info]
auxym 4y ago
https://rationalreminder.ca/podcast/150 https://rationalreminder.ca/podcast/150 The data shows that gold actually isn't that great of an inflation hedge. It does keep a relatively stable real value, but only on a timescale of centuries. For any investment horizon on the scale of a human life, it's too volatile. Highly recommend this podcast in general, though it does go pretty deep into technical stuff sometimes. They recently had an hour long interview with Nobel prize winner Eugene Fama (of efficient market hypothesis fame) for their 200th episode. On the topic of investing for retirement, I do recommend their interview with Wade Pfau among others. They also had an arc of a few episodes on the topic of the psychology of money and the relation with happiness, which I thought was super interesting.

by chewz 4y ago

nickff 4y ago

Timing the market is basically impossible for a retail investor, and I think it's an especially bad idea for someone who has no idea what they're doing.

more_corn 4y ago
But over the long term the market trends upwards. There’s currently a buying opportunity. Might as well get into the market in a dip.
chewz 4y ago
Actually momentum strategies work best during inflationary periods. That shloudn't be too hard for a person with (I assume) tech background... The Best Strategies for Inflationary Times - [https://jpm.pm-research.com/content/47/8/8/tab-article-info https://jpm.pm-research.com/content/47/8/8/tab-article-info]

auxym 4y ago

https://rationalreminder.ca/podcast/150 https://rationalreminder.ca/podcast/150 The data shows that gold actually isn't that great of an inflation hedge. It does keep a relatively stable real value, but only on a timescale of centuries. For any investment horizon on the scale of a human life, it's too volatile. Highly recommend this podcast in general, though it does go pretty deep into technical stuff sometimes. They recently had an hour long interview with Nobel prize winner Eugene Fama (of efficient market hypothesis fame) for their 200th episode. On the topic of investing for retirement, I do recommend their interview with Wade Pfau among others. They also had an arc of a few episodes on the topic of the psychology of money and the relation with happiness, which I thought was super interesting.