516: Mind the Inflation Gap: Why Forecasts Fail and How to Hedge Smart
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 556 Ratings
🗓️ 15 August 2025
⏱️ 21 minutes
🧾️ Download transcript
Summary
Inflation is unpredictable—and it doesn't care what the experts think. Join us as we explore why traditional forecasting fails, how real assets like real estate and commodities can act as powerful inflation hedges, and whether Bitcoin truly deserves its "digital gold" title.
In this episode, we discuss:
- Consumer vs. professional inflation expectations
- What it means to leverage "Real Assets" as a hedge
- Why equities still matter
- The role of diversification
- A planning framework to help safeguard against inflation
Today's article is from the CFA Institute blog titled, Mind the Inflation Gap: Hedging with Real Assets. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Show Notes: HowardBailey.com/516
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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Transcript
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| 0:00.0 | Ronald Reagan said inflation is as violent as a mugger, as frightening as an armed robber, and as deadly as a hitman. |
| 0:07.7 | Today, we discuss inflation sneaky punch and how to hedge it with real assets. |
| 0:38.0 | Hey, this is Casey Weed. Welcome to the pod. Where does my mission to deliver clarity in purpose and elevate meaning in your life? If you're new to the show, I want you to know what to expect and what I mean by that. I believe in order to focus on what matters most in our lives. Sometimes we have to focus on the numbers. |
| 0:42.4 | We have to be able to let go of what's next by building solid financial strategies. So we'll have conversations week in and week out that are financially oriented for those of you that are at or near or in retirement even. |
| 0:50.2 | But then we also incorporate the non-financial as well in order to elevate the impact your wealth can have on your life and the lives of others. |
| 0:59.2 | If you're looking for those non-financial conversations, just seek out those episodes titled Freedom After 50, where we get together with our very own certified retirement coach, Les McDaniel. |
| 1:09.1 | You can check that out there. |
| 1:10.3 | And then Marshall Johnson and I, |
| 1:11.8 | we like to get together with you on the Fridays in between those episodes and focus more on the |
| 1:17.4 | numbers. And today we're doing just that. We're going to be diving a little bit deeper into an |
| 1:22.9 | article that was part of our weekend reading for retirees email series. That's an email that hits your inbox |
| 1:27.9 | every single Friday. You read it. We discuss it. We take a deeper dive. But in that email, we also |
| 1:33.9 | include three other articles that can make a positive impact in your life for the stage of your |
| 1:38.5 | life, along with all kinds of other great giveaways, podcast highlights, YouTube videos, as well as plenty of |
| 1:45.8 | giveaways along the way to get yourself signed up. And as well, we'll send you a free |
| 1:51.2 | digital copy of my Wall Street Journal, Best Sling Book, Job Optional. Just text us the key letters |
| 1:55.6 | WR to 888-599-4491. Now, let's get into it. |
| 2:01.4 | Marshall, we are going to be discussing an article that actually came from our two-time podcast guest. |
| 2:07.9 | He was written by David Blanchett. |
| 2:09.5 | It was actually co-authored by David Blanchett. |
| 2:11.6 | It is titled, Mind the Inflation Gap, Hedging with Real Assets, and it was written in the enterprising investor |
| 2:18.4 | blog. |
... |
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