In a presentation for the Odey Inflation Fund, which was reviewed by ValueWalk, Crispin Odey's team made a case for how to protect yourself from inflation and discussed why gold isn't the best protection and how important it is to prepare for inflation in your portfolio.
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Protecting against inflation
Odey believes equities plus portfolios won't provide enough protection against inflation. He added that most investors try to get some protection by buying gold, but he pointed out that gold is part of the same liquidity-driven bubble as equities. As a result, he believes short government bonds will offer the best protection against inflation.
Odey...
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