Deflationary Posture
Chamath discusses the possibility of a deflationary posture in the economy and how to construct an allocation to benefit from it, regardless of whether rates go negative or positive. He suggests focusing on sectors like ecommerce consumption that will benefit irrespective of the direction of rates.In this clip
From this podcast
The Knowledge Project
Chamath Palihapitiya: Freedom, Bitcoin, and First Principles | The Knowledge Project #94
Related Questions
Are negative interest rates effective in the context of the episode Chamath Palihapitiya: Freedom, Bitcoin, and First Principles | The Knowledge Project #94 and the clip Deflationary Posture?
Are negative interest rates effective in the context of the episode Chamath Palihapitiya: Freedom, Bitcoin, and First Principles | The Knowledge Project #94 and the clip Deflationary Posture?