On: What Happens to Stocks and Cryptocurrencies When t...

[mxschumacher]

you can short equity if you think valuations are dangerously high

For high inflation expectations it would be wise to own companies that have plenty of debt and sell commodities or have pricing power

[jopsen → mxschumacher]

> you can short equity if you think valuations are dangerously high

But they can stay irrational longer than I can remain solvent :)

But yes, I can tweak my portfolio. But for the most part we're largely left with no other option than to ride the bubble.