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: How is inflation measured and why the pandemic made calculating inflation difficult What causes inflation Why is inflation increasing currently What caused the great inflation of the 1970s Which assets are best to own to protect against inflation Show … [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. Photo by Jessica Weiller In this episode you’ll learn: How nominal interest rates can be decomposed into subcomponents such as the real yield, inflation expectations and the term premium. What would need to happen to the subcomponents of interest rates for nominal yields to rise. How supply and demand for bonds impacts interest rates. How to … [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. Photo by Sy In this episode you’ll learn: What were some reasons for the great inflation during the 1970s. How productivity increases and new technology contribute to deflationary pressures. How quality improvements factors into inflation calculations. How … [Read more...]
