Tue, 30 June 2020
241: The Dragon Portfolio Hawks & Serpents, Hertz Exec Bonuses Pre-Bankruptcy, Galloway on Higher Ed
George Gammon returns to discuss the allegory of the Hawk & Serpents. What kind of economic cycle are we in right now? How long will it last, and what’s to learn from it? As well, George Gammon and Jason Hartman discuss inflation or deflation, or both.
[1:50] What is the dragon portfolio? And what is a risk parody portfolio?
[3:00] Allegory of the Hawk & Serpents, and understanding the twenty to thirty-year economic cycles.
[6:20] Link for the cycles: https://docsend.com/view/taygkbn
[10:30] We don’t have inflation or deflation, we have a combination of both all the time.
[17:45] One would think that when you have a strong dollar, everything else would be cheap in comparison. George says there isn’t really a correlation between the consumer price index compared to what the dollar is doing.
Dragon Portfolio: https://docsend.com/view/taygkbn