Finding Hedges Against Unexpected Inflation

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1d ago 9:10

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Mark McCarron thinks the Fed has room to be more supportive of this economy, but tariffs are putting them “on pause.” He thinks we “could be at the bottom of this cycle,” but says dangers like the tax bill still remain. He’s diversifying into gold and infrastructure, citing them as hedges against unexpected inflation. He also shares why he’s cautious around small caps and the Mag 7.

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