I have been looking at inflation because we have a 25% weighting in commodities in one of my investment strategies. The inflation debate is critical because if I get it wrong and inflation starts slowing, I would expect that commodity position to fall. And if I get it right, then that commodity position will do well. In this video, I considered consumer prices, wages, commodity prices, oil prices, stock market prices, and housing prices. Watch the video to see which one of those is in bubble territory.
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