In a Bloomberg interview, Paul Tudor Jones, Co-Chairman and CIO of Tudor Investment Corp., proposed a portfolio mix to combat inflation, advocating for a combination of gold, stocks, and Bitcoin. He emphasized the importance of balancing volatility and noted that while stocks might not perform well, a risk-adjusted investment strategy would offer a stronger defense. Jones also discussed economic policies that lead to low real rates and high inflation, emphasizing the risk of taxing consumers to manage debt. Additionally, Michael Saylor chimed in on the positive outlook for Bitcoin's future, indicating a shift in market sentiment.
"What would an ideal portfolio be... What has worked so far has been some combinations of stocks, which won't do great, which would do terribly if we ever actually had."
"Particularly now, that the road map is clear... I'm going to run really low real rates. I am going to have inflation running hot and I am gonna tax the American Consumer to get out of my debt trap."
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