Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy

Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy

June 18, 2026 · 43 min · Episode 136

About this episode

This episode discusses inflation, portfolio hedging strategies, and the value of cash in investment.

In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it. YouTube Video Links: How to Protect Your Portfolio from Inflation Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Why Cash is Not Trash (4:34) — Duration Risk (10:32) — Berkshire Hathaway and the Cost of Equity (16:50) — Lump Sum or Dollar Cost Average? (19:10) — Don't Position Your Portfolio for Macro Calls (24:34) — End of World Portfolio (29:10) — Emergency Savings (34:47) — Real Estate -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads…

People in this episode

Host: Drew Cohen

Topics covered

Sponsors

Speedwell

Mentioned in this episode

Organizations: AlphaSense, Berkshire Hathaway

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