The core issue of this macro-economy, the driver of every tactical investment decision boils down to whether we have inflation or deflation ahead. That single issue affects stocks, bonds, banks, real estate and metals. No single investment choice can escape this fulcrum of balance in the economy.
In this episode Bruce discusses the ongoing pressures in each direction. How do things look under severe inflation or deflation? How should your planning change for either, and who will be the winners and losers in either scenario.