This podcast episode challenges the conventional investment wisdom of the 60/40 portfolio by highlighting the inadequacies of bonds in today's economic landscape and emphasizing the need for inflation hedging strategies. Louis-Vincent Gave elaborates on the overvaluation of U.S. equities, the promising outlook for value stocks, the ongoing devaluation of the dollar, and the potential role of crypto as a credible alternative financial system, thus painting a comprehensive picture of a shifting investment paradigm that encourages a more diversified and strategic approach.
