Charles Gave: Possible Paradigm Shift Ahead

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FS Insider interviews Charles Gave of Gavekal Research on what happens to bonds, stocks, and, most importantly, most investors’ portfolios when the 30-year downtrend in inflation reverses. Charles discusses his overall macro outlook, investment implications as it relates to stock-bond correlations during past inflation cycles, what this means for diversification, and the specific asset classes that historically do well or poorly in such an environment. 

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About James J Puplava CFP

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