InvestTalk 10-19-2023 – Hedge Against Inflation - How High TIPS Yields Benefit Retirees
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 October 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
After many years languishing at unacceptable levels, the yields for Treasury Inflation-Protected Securities have soared.
Today's Stocks & Topics: CASY - Casey's General Stores Inc., NCLH - Norwegian Cruise Line Holdings Ltd., Investing on Mexican Bonds, COST - Costco Wholesale Corp., LULU - Lululemon Athletica Inc., TJX - TJX Cos., Housing Supply, Fractional Shares, EOG - EOG Resources Inc., DVN - Devon Energy Corp., CTRA - Coterra Energy Inc., PDI - PIMCO Dynamic Income Fund, U.S dollar & Commodities, Chinese Investors Selling U.S. Bonds.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:17.4 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:23.2 | clients throughout the United States. |
| 0:26.1 | The clarity for your path forward starts now. |
| 0:30.4 | Here is KPP Chief Executive Officer, Financial Advisor Justin Klein. |
| 0:38.1 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.8 | This is our Thursday, October 19, 2023 edition. |
| 0:45.1 | I'm Justin Klein and I am excited for this hour with you to help guide you through this |
| 0:50.9 | new era. |
| 0:51.9 | The new era that brings us fiscal dominance, where government spending is what really drives |
| 0:59.1 | the overall economy more than, say, Fed policy. |
| 1:03.5 | You see that as of late, right? |
| 1:05.1 | Fed raises rates and doesn't really cool the economy very much. |
| 1:09.2 | Why? |
| 1:10.2 | Because governments are spending a lot. |
| 1:12.4 | And a lot of that is, by choice, a lot of that is just simply the structure of the |
| 1:18.6 | way governments have put budgets in place, think of social security and Medicare. |
| 1:25.2 | And this is a trend that is not reversing. |
| 1:29.4 | It's not reversing because obviously those programs are sacrosanct. |
| 1:38.0 | They can't be changed unless you want to alienate a large portion of your electorate. |
... |
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