Scott Minerd: "A Wide Range of Assets Are About to Make Large Gains"

Scott Minerd, Guggenheim Partners CIO, discusses his long-term strategy, investing for an asset bubble, the risk-on trade, and shorting Treasuries. Also, how best to implement and apply the trend, with the Fast Money traders.

From CNBC:

ā€œThe world is being flooded with liquidity,ā€ says Minerd in a live interview on CNBC’s Fast Money. ā€œMoney is coming out of central banks around the world.ā€ And he adds that the Federal Reserve is committed to keeping rates low for an extended period of time.

With so much liquidity chasing return, Minerd thinks a wide range of assets are about to make large gains. ā€œOver the next 2-3 years, it’s risk on,ā€ he says. And he’s planning to position as follows:

- Long High-Beta Equities
- Long gold and silver
- Long junk bonds
- Buy art & collectibles
- Short Treasurys

In the near term, that sounds good for your equity portfolio –but if you have a longer time horizon, Minerd also makes some troubling comments.

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