インフレヘッジ - 金 vs. TIPS
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現在のインフレヘッジについて、皆さんの意見を聞きたいです。金 ($XAUUSD) とTIPS、どちらが良いでしょうか？現在の実質金利を考えると、私は現物の方に傾いています。議論しましょう。
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·13d
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.
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