The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at:
We’re going to Pack-source a slate of investment strategies for an inflationary world.
Here are five tentpoles to organize and support that effort, five sets of questions we must answer.
What should we think about …
1) US Treasuries?
2) US Housing Market?
3) Narrative of Central Bank Omnipotence?
4) Fiscal Policies and Inflation Expectations?
5) Real Assets and Abstracted Securities?
If you’d like to sign up for a free email to let you know what we’ve published in the prior week, please go here. We have about 100,000 email recipients, and your contact information will never be shared with anyone.
If you’d like to learn more about our subscription options, including unlimited access to more than 1,000 published notes, private content not available on the public-facing website, and engagement with an active community of truth-seeking investors and citizens, please go here.