Lester Leong's avatar
$8.9m follower assets
Asset asset allocation during increasing inflation and decreasing growth
I was thinking of what asset classes typically do well. So, I thought, what would Ray Dalio or Warren Buffett do? Based on what I found, they are roughly in the same direction - heading towards commodities. Found an excellent graphic of Bridgewater's asset allocation during inflationary events and a PDF of Buffett talking about high inflation environments. FWIW, Berkshire has been getting more OXY (an oil company) shares at the moment as well.
Stanley's avatar
Interesting graphic, will have to download and read the linked PDF! Thanks for sharing.
Lester Leong's avatar
@fatcatinvesting Glad you liked it! I was a little bummed out that Buffett didn't talk more about inflation this annual meeting, but happy that he did sometime ago (e.g. this PDF).
Jensen Butler's avatar
Really like the graphic. Makes you think! Thanks for sharing