# Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy

Page: https://stenobird.com/podcast/the-synopsis-6505916/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy
Text version: https://stenobird.com/podcast/the-synopsis-6505916/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy.md
Podcast: [The Synopsis](https://stenobird.com/podcast/the-synopsis-6505916)
Published: 2026-06-18T14:44:00+00:00
Episode link: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy
Audio file: https://traffic.libsyn.com/secure/5f85ab06-2c89-4625-a5f9-f4b3a3300053/Dialogue._Inflation_End_of_World_Portfolio.mp3?dest-id=4092573
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JSON: https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy
Duration seconds: 2570

## Resource

In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it. YouTube Video Links: How to Protect Your Portfolio from Inflation Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Why Cash is Not Trash (4:34) — Duration Risk (10:32) — Berkshire Hathaway and the Cost of Equity (16:50) — Lump Sum or Dollar Cost Average? (19:10) — Don't Position Your Portfolio for Macro Calls (24:34) — End of World Portfolio (29:10) — Emergency Savings (34:47) — Real Estate -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

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## Transcript

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