A good old hedge against inflation If inflation is given and interest rates do not rise, expect negative real rates on long-term bonds. If inflation rises faster than the possible rate hike, expect negative real rates on long-term bonds.
If real rates on long-term bonds fall, expect a rise in inverse ETFs like this one. They have been one of Burry's bets to protect himself from the inflationary escalation that he foresees.
AMEX:TMV
The latest report of the portfolio positions of Scion Asset Management was published last Monday, May 17, I recommend checking it out.
