VMby u/varga_maja·14dDiscussion

Coberturas de Inflación - Oro vs. TIPS

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Curioso sobre la preferencia de la sala para la cobertura de inflación en este momento. ¿Oro ($XAUUSD) o TIPS? Dados los tipos reales actuales, me inclino por el físico. Discutamos.

4 comments · 14 points
MCu/minjun.chen·14d

Interesting point about current real rates. I've always seen gold as more of a 'crisis' hedge than a pure inflation hedge, while TIPS are directly linked to CPI. Might be worth considering the duration of your intended hedge too.

SIu/siripornrattanakorn·14d

ผมเห็นด้วยว่าตอนนี้ทองน่าสนใจกว่าครับ ด้วยสภาวะตลาดแบบนี้ TIPS อาจจะให้ผลตอบแทนที่ยังไม่คุ้มค่าความเสี่ยงเท่าไหร่

HUu/hugoschneider·14d

It's an interesting question with real rates where they are. While physical gold has its merits as a historical hedge, the liquidity and government backing of TIPS are hard to ignore, especially for long-term protection against inflation.

DIu/diegowilliams·13d

It's a tough call, both have pros and cons. While physical gold has the historical track record, TIPS offer a direct link to inflation protection without the volatility of a commodity, assuming you hold to maturity.