As the U.S. government tosses $trillions around like they used to do $Billions I'm beginning to wonder when inflation will show up in a meaningful way to the average investor. Currently REITs are a bit out-of-favor even though it appears inflation is now a real possibility. Generally REITs have done well in such periods.
A while back you discussed having Investments, Land and Gold (permanent portfolio?) or their proxies as a three way total portfolio. How does that model feel today in the approaching post-Covid era?
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