With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months. Topics covered include: Show Notes CPI Inflation Calculator—U.S. Bureau of Labor Statistics Inflation Beneficiaries ETF—Horizon Kinetics Quadratic Capital Management Episode Sponsors Brooklinen Use code DAVID20 for $20 off plus free shipping Go to GetSunday.com/David to get a customized lawn plan and 20% off your Sunday … [Read more...]
334 Plus: A New Inflation ETF, Inverse ETFs, and Excess CAPE Yields
In Plus Episode 334 for the week of March 13, 2021, we analyze the Horizon Kinetics Inflation Beneficiaries ETF (INFL) and how it seeks to protect against inflation including holding royalty trusts. We look at how inverse ETFs work and under what circumstances might they be used. Finally, we analyze earnings yields relative to bond yields including the Excess CAPE Yield, and what conclusions can we draw when stock earnings yields are higher than bond yields and vice versa. 334 … [Read more...]
