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?




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