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bucolic_frolic

(47,380 posts)
3. Inflation, Inflation, Inflation
Sat Jun 11, 2022, 06:47 PM
Jun 2022

Just watch this recent interview with two of the world's most prominent investment managers. I can't think of a better use of an hour. Dalio is tedious to watch but looks at economic cycles, and Grantham especially the last 15 minutes looks forward to see where the world is going. Both argue for assets that beat inflation, and Grantham sees green food, green energy as particularly ripe for growth in a world of scarce resources. Dalio sees a world of conflict and peril for debt assets. Cash is trash, prepare for inflation!



Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now

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