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Institutional investor portfolios for inflation plus bitcoin

**Please ignore the preview photo advocating for a high bond allocation, this is just an image in the paper that references ray dalio’s all weather portfolio, not my actual recommended allocation. Again this is for institutional investors and I conservatively argue my case for Bitcoin.**

For some, inflation came as a ‘shock’ this fall. Whether it will prove transitory or secular remains to be seen, but it will continue to be an aspect for consideration to all investors and savers going forward. In light of today’s current debate around supply chain disruptions, quantitative easing, and persistent fiscal deficits, I would like to reflect on a paper I wrote earlier this year advising investors (particularly institutional ones), to ensure that they had appropriate inflation hedges given the existing macro backdrop. My point here is not to suggest that my concerns have been fully vindicated, but rather to provide insights into the reality that large inflationary bursts were predictable and that the strategies I outlined remain relevant. In the interest of transparency, I have made a few grammatical updates, added in a few more links, but have refrained from updating any of the paper’s core assumptions and thesis. I enjoyed re-reading and reflecting on this writing as an endeavor to better understand where we are in the world today, and most importantly, how to stay prepared for the future. Opinions are my own, not financial advice

I’d also like to say while this is my first article publishing, I hope to continue with a series of less formal writings pertaining to traditional investing and economic concepts, as well as Bitcoin. Hope anyone interested in taking about 20-30 minutes to read enjoys it, and I’m always open to feedback!

[My first publishing on macro and bitcoin / real assets](https://medium.com/@shawnomalley4/institutional-investing-for-the-future-despite-excess-liquidity-fiscal-deficits-and-inflation-53c2d3e1dd4b)



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