DHIL - Inflation Non-Transitory? 3 Reasons Why Paul Tudor Jones Might Be Right And How To Position For It

• After last week's record inflation read-out at 5%, well-respected hedge fund manager PT Jones shared his opinion at a CNBC interview on why it won't be transitory.
• In this article, I discuss the three main drivers for inflation. The data shows that they remain at unprecedented levels, which is likely to drive inflation even higher.
• At the end, I discuss how we position our portfolio to the inflation uncertainty. Instead of investing in pure inflation trades, our strategy should thrive in each environment.

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