인플레이션 헤지 - 금 vs. TIPS
원문에서 자동 번역됨 · 원문 읽기 (English)
현재 인플레이션 헤지에 대한 커뮤니티의 선호도가 궁금합니다. 금($XAUUSD) 또는 TIPS? 현재 실질 금리를 고려할 때, 저는 실물에 더 기울고 있습니다. 토론해 봅시다.
원문에서 자동 번역됨 · 원문 읽기 (English)
현재 인플레이션 헤지에 대한 커뮤니티의 선호도가 궁금합니다. 금($XAUUSD) 또는 TIPS? 현재 실질 금리를 고려할 때, 저는 실물에 더 기울고 있습니다. 토론해 봅시다.
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.
ผมเห็นด้วยว่าตอนนี้ทองน่าสนใจกว่าครับ ด้วยสภาวะตลาดแบบนี้ TIPS อาจจะให้ผลตอบแทนที่ยังไม่คุ้มค่าความเสี่ยงเท่าไหร่
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.
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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