If the dollars in your account keep rising but buy you less each year, your measuring stick is lying to you. In this episode, we dig into the "denominator problem" of money—how debasement quietly raises the number of units required to buy the same home, car, or grocery basket—and map a framework for protecting real purchasing power when volatility strikes. We're joined by returning guest Aaron Olson to pressure-test a debasement-ready portfolio across five pillars: high-quality residential r...
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If the dollars in your account keep rising but buy you less each year, your measuring stick is lying to you. In this episode, we dig into the "denominator problem" of money—how debasement quietly raises the number of units required to buy the same home, car, or grocery basket—and map a framework for protecting real purchasing power when volatility strikes. We're joined by returning guest Aaron Olson to pressure-test a debasement-ready portfolio across five pillars: high-quality residential r...
Navigating Quad 2, Gold's Dollar Paradox & Inelastic Markets with Hedgeye
Tall Oaks Podcast
1 hour 1 minute
1 month ago
Navigating Quad 2, Gold's Dollar Paradox & Inelastic Markets with Hedgeye
Markets don't just move—they stampede when liquidity thins and algorithms chase the same signals. In this episode, Robert from Hedgeye breaks down why flows are overpowering fundamentals in 2025, and what that means for your positioning heading into 2026. We're in Quad 2: growth and inflation both edging higher. That backdrop favors AI, copper, uranium, and precious metals—but it also creates dangerous crowding in inelastic markets where moves get amplified fast. You'll learn why gold can hi...
Tall Oaks Podcast
If the dollars in your account keep rising but buy you less each year, your measuring stick is lying to you. In this episode, we dig into the "denominator problem" of money—how debasement quietly raises the number of units required to buy the same home, car, or grocery basket—and map a framework for protecting real purchasing power when volatility strikes. We're joined by returning guest Aaron Olson to pressure-test a debasement-ready portfolio across five pillars: high-quality residential r...
