How today's inflationary environment is similar and different from the great inflation of the 1970s. What are the best assets to protect your portfolio if the next great inflation is here. Topics covered include: Show Notes A Complete Guide to Understanding and Protecting Against Inflation—Money For The Rest of Us Great Inflation 2.0? Lessons from the 1970s by Simon Macadam—Capital Economics When it comes to inflation, how much fortitude does the Fed have? by Sebastion … [Read more...]
191: Has The Bond Bear Market Begun?
Why interest rates are increasing and what could happen to bonds, stocks and the economy if rates returned to more normal levels. In this episode you’ll learn: Show Notes Principles: Life and Work by Ray Dalio Economic projections of Federal Reserve Board members and Federal Reserve Bank presidents - December 2017 Why Are Interest Rates So Low: Part 4 - Term Premiums - Ben Bernanke U.S. Treasury Sales Are About To Double - Bloomberg Episode Sponsors Wunder … [Read more...]
190: How To Keep Up With Inflation
What investments are best for maintaining purchasing power relative to inflation. Using the pencil as an example, how inflationary and deflationary forces work together over decades to determine the price of product. In this episode you’ll learn: Show Notes The Pencil: A History of Design and Circumstance by Henry Petroski Long-term Inflation Calculator Inside One of America's Last Pencil Factories - The New York Times U.S. pencil business whittled to a nub by imports - … [Read more...]
