Episodes

Is Inflation a Social Phenomenon?

Episode #208 | May 27, 2021

In This Episode

After bitcoin plunged 54% from its all-time-high in April, many crypto speculators are feeling quite shaken…

But Dan points out that it’s what didn’t happen after the crypto crash that’s worth noting…

No banks went under… the Fed didn’t need to bail anyone out… We didn’t see a big systemic collapse…

And bitcoin is still standing…

Not to mention, Dan points out that one of the biggest names in the investing world just announced he bought some bitcoin for the very first time…

Then on this week’s interview, Dan invites Hugh Hendry onto the show. Hugh is an award-winning hedge fund manager, market commentator, real estate investor, and podcaster.

Hugh previously worked at Odey Asset Management, before he founded Eclectica Asset Management in 2005, where he achieved a 31.2% return during the 2008 financial crisis.

During their conversation, Hugh elaborates on his stance that inflation is more of a social phenomenon than many people give it credit for.

Hugh also explains how if you spot some of these social trends, and are willing to take a contrarian stance, you could find some amazing investment opportunities at the best value they’ve been in years.

He even shares the names of four or five stocks trading at rock-bottom prices that he absolutely loves going forward…

Then on the mailbag this week, one listener asks Dan an in-depth question about life insurance and holding cash… And another long-time listener asks what Dan thinks about the popular assertion that gold will plummet when a crisis happens…

Listen to Dan tackle these questions and more on this week’s episode.