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TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis

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Manage episode 339886759 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

IN THIS EPISODE, YOU’LL LEARN:

  • 01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking off at the time of this recording.
  • 05:59 - What Nancy watches to determine if inflation has peaked.
  • 09:42 - Which indicators does Nancy pay the most attention to.
  • 11:08 - How to use the volatility markets to hedge against inflation.
  • 25:28 - The basics of bond convexity.
  • 27:36 - Opportunities for when inflation and interest rates move towards parity.
  • And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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SPONSORS

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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

879 afleveringen

Artwork
iconDelen
 
Manage episode 339886759 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

IN THIS EPISODE, YOU’LL LEARN:

  • 01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking off at the time of this recording.
  • 05:59 - What Nancy watches to determine if inflation has peaked.
  • 09:42 - Which indicators does Nancy pay the most attention to.
  • 11:08 - How to use the volatility markets to hedge against inflation.
  • 25:28 - The basics of bond convexity.
  • 27:36 - Opportunities for when inflation and interest rates move towards parity.
  • And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

879 afleveringen

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