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Paul Tudor Jones: Bitcoin, Gold, Stocks Are The Best Portfolio To Fight Inflation
The Co-Chairman and CIO of Tudor Investment Corp., Paul Tudor Jones, recently appeared in a Bloomberg interview where he outlined what he sees as the best portfolio to fight against inflation.
โWhat would an ideal portfolio beโฆ What has worked so far has been some combinations of stocks, which wonโt do great, which would do terribly if we ever actually had,โ Jones said. โIf they called us out and the bond market actually gave us an accident that then spilled over. But it would be some kind of combination of probably gold, vol adjusted, Bitcoin, gold, stocks. Thatโs probably your best portfolio to fight inflation. Vol adjusted because the vol of Bitcoin obviously is five times that of gold, so youโre going to do it in different ways.โ
Jones highlighted the need to balance volatility, especially when combining assets like Bitcoin and gold. He suggested this kind of mix, adjusted for risk, gives investors the strongest defense against inflationโs impact.
When asked if he would allocate 1 or 2 percent of his portfolio to Bitcoin, Jones explained the bigger picture behind why he sees value in it.
โParticularly now, that the road map is clearโฆ Again, if I am a policymaker,โ stated Jones. โIโm going to run really low real rates. I am going to have inflation running hot and I am gonna tax the American Consumer to get out of my debt trap, and thatโs exactly what Japan, whoโs the most fiscally constrained in the world, is doing. And it works until the population throws you out because you let the inflation get too hot. So maybe youโre in a world with three and a half percent inflation and two and a half percent overnight rate and you are kind of trying to run hot and grow your way out of it.โ
Yesterday, also in an interview with Bloomberg, the Executive Chairman and CEO of Strategy Michael Saylor commented about the future of Bitcoin as well.
โWinter is not coming back,โ commented Sayor. โWe are past that phase. If Bitcoin is not going to zero, it is going to $1 million. The President of the United States is determined. He supports Bitcoin, the cabinet supports Bitcoin, Scott Bessent supports Bitcoin, Paul Atkins is shown himself to be an enthusiastic believer of Bitcoin and digital assetsโฆ Bitcoin has gotten through its riskiest period.โ
This post Paul Tudor Jones: Bitcoin, Gold, Stocks Are The Best Portfolio To Fight Inflation first appeared on Bitcoin Magazine and is written by Oscar Zarraga Perez.



