The Case for TIPS

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This week on TCAF, Josh and Michael were joined by Bob Elliott, Co-Founder, CEO & CIO of Unlimited Funds. They talk about tariff winners and losers, the case for TIPs, the right gold allocation, and how to think about hedge fund fees. (Listen)

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The U.S. stock market has outperformed the rest of the world for more than a decade, and U.S. valuations now exceed those of the rest of the world. Michael Batnick, writing at The Irrelevant Investor, looks at the prospects for the U.S. to continue its outperformance.

Three years ago, 30-year TIPS yielded a negative 0.5%. Today they yield more than 2.5%! This week on TCAF, Bob Elliott talked about the attraction of TIPS at these yields. Even if you are not a bond investor, you need to understand the new background in capital markets.

What better way to warm the heart of your favorite finance nerd than one of these Hawaiian shirts? They are a collaboration between The Compound and Tropical Bros. The best part is that 10% of all sales will be donated to No Kid Hungry.

This week on TCAF, Josh and Michael will be joined by returning guest Dan Ives, Global Head of Technology Research at Wedbush Securities.

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