Bond king Jeff Gundlach likes PP

[samo2020]

Recently watched a webinar in which the guest Jeff Gundlach highly praises Permanent Portfolio.

Hope you enjoy it, The PP portion starts at 22 minutes.
https://app.gotowebinar.com/unified/ind ... 5331986957

[boglerdude]

Link doesnt work. This? https://www.youtube.com/watch?v=zuUnZFrR3K0

Comments disabled so I wont watch. Maybe someone can summarize.

And welcome to the forum =)

edit1: vaccine comments 14m40s

[samo2020]

Thanks boglerdude for the welcome.
The youtube link seems a diffrent one.

The link I pasted was with the webinar hosted by Dave Rosenberg(https://www.rosenbergresearch.com/events).

Here is an another alternate link to access the webinar
https://attendee.gotowebinar.com/regist ... 2397060363 (may be you have to register)

[johnnywitt]

Man, that was great. Thanks samo2020!

[Fredmong]

Another mention of the PP by Gundlach around the 47:00-48:00 mark : https://www.youtube.com/watch?v=zcEj4XkLn5w

[boglerdude]

^ "maybe two doses of cash instead of bonds"

yeah Ive been hand wringing. https://www.bogleheads.org/forum/viewtopic.php?t=326051

[Fredmong]

^ "maybe two doses of cash instead of bonds"

yeah Ive been hand wringing. https://www.bogleheads.org/forum/viewtopic.php?t=326051

Yeah when the bond king shies away from bond, it makes one think. However he does mention that in the short term, interest rate might still go down although he doesn't believe they will go negative. Some also believes that interest rate might drift lower sooner than later.

I believe that in the event where we see another spike on the bonds price on the near term like the one we saw in March that it might trigger a sell of the bond portion of the PP so I want to stay long just in case.

In the end, what do I know ? So I'll stay 4x25 and watch it unravels.