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Ep. 86: If Gold is Like TIPS, Should I Buy it?
Manage episode 380216060 series 3283645
Sometimes, the episodes write themselves.
In Episode 84, the Inflation Guy pointed out that with real yields now comfortably above 2%, TIPS are at least fair and possibly just downright attractive from a long-term perspective. "Is it Time to Buy TIPS?" he asked.
But back in Episode 31, the Inflation Guy discussed "Why Gold is Like TIPS (or Vice-Versa)."
So, by the commutativity principle of podcasting (actually we just made that up), it follows that we should probably ask "Is it Time to Buy Gold?" So in this episode, the IG squares the circle and answers that question.
[He also clarifies that gold is lots heavier than TIPS. So they're not identical or anything. For that matter you can't make a necklace out of TIPS.]
NOTES
Podcast Callback: “Why Gold is Like TIPS (or Vice-Versa)” https://inflationguy.podbean.com/e/ep-31-why-gold-is-like-tips-or-vice-versa/
Podcast Callback: “Is it Time to Buy TIPS?” https://inflationguy.podbean.com/e/ep-84-is-it-time-to-buy-tips/
Blog Callback: “How Higher Rates Cause Big Changes in the Bond Contract” https://inflationguy.blog/2023/10/17/how-higher-rates-cause-big-changes-in-the-bond-contract/
To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/
To Subscribe for free to the blog: https://inflationguy.blog/
Check out the new website!: https://www.EnduringInvestments.com/
101 episodes
Manage episode 380216060 series 3283645
Sometimes, the episodes write themselves.
In Episode 84, the Inflation Guy pointed out that with real yields now comfortably above 2%, TIPS are at least fair and possibly just downright attractive from a long-term perspective. "Is it Time to Buy TIPS?" he asked.
But back in Episode 31, the Inflation Guy discussed "Why Gold is Like TIPS (or Vice-Versa)."
So, by the commutativity principle of podcasting (actually we just made that up), it follows that we should probably ask "Is it Time to Buy Gold?" So in this episode, the IG squares the circle and answers that question.
[He also clarifies that gold is lots heavier than TIPS. So they're not identical or anything. For that matter you can't make a necklace out of TIPS.]
NOTES
Podcast Callback: “Why Gold is Like TIPS (or Vice-Versa)” https://inflationguy.podbean.com/e/ep-31-why-gold-is-like-tips-or-vice-versa/
Podcast Callback: “Is it Time to Buy TIPS?” https://inflationguy.podbean.com/e/ep-84-is-it-time-to-buy-tips/
Blog Callback: “How Higher Rates Cause Big Changes in the Bond Contract” https://inflationguy.blog/2023/10/17/how-higher-rates-cause-big-changes-in-the-bond-contract/
To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/
To Subscribe for free to the blog: https://inflationguy.blog/
Check out the new website!: https://www.EnduringInvestments.com/
101 episodes
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