The other day we highlighted Jeff Gundlach’s macro outlook and how he is preparing his portfolios to generate high cash flows regardless of the inflationary or deflationary outcome. In this video Gundlach details his investment approach and explains why he thinks the 10 year treasury yield could decline to 2%. He also explains how to position yourself for the potential of inflation:
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.