Highlight of Grant’s Conference was fireside chat with Stan Druckenmiller. Summary: •Druck is short bonds right now (15-20% position) due to deficit. Doesn’t know if it will take 6 months or 6yrs to play out •Druck is open-minded about inflation reigniting like in the 1970’s https://t.co/axxLqgXa4d
— Dr. Hugh Akston (@Akston_Capital) Oct 1, 2024
from Twitter https://twitter.com/Akston_Capital
October 01, 2024 at 08:30PM
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