Is Another Great Inflation Coming? Best Inflation Hedges
Money For the Rest of Us
J. David Stein
4.5 • 1.4K Ratings
🗓️ 12 May 2021
⏱️ 34 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
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
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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
If Inflation Is Coming, Here Is What to Do About It by James Mackintosh—The Wall Street Journal
A Complete Guide to Investing in TIPS and I Bonds—Money For The Rest of Us
334 Plus: A New Inflation ETF, Inverse ETFs, and Excess CAPE Yields—Money For The Rest of Us
IVOL ETF Analysis and Review—Money For The Rest of Us
What is Roll Yield and How It Impacts Commodity and VIX ETF Returns—Money For The Rest of Us
DIVIDENDS: THEORY AND EMPIRICAL EVIDENCE—Aaron Brask Capital, LLC.
Related Content
A Complete Guide to Understanding and Protecting Against Inflation
A Complete Guide to Investing in TIPS and I Bonds
What is Roll Yield and How It Impacts Commodity and VIX ETF Returns
337: Why in the World Would You Own Bonds?
338: The National Debt, Inflation, and the U.S. Dollar—What Could Go Wrong?
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Transcript
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| 0:00.0 | Welcome to Money for the Rest of Us. |
| 0:03.1 | This is a personal financial show on Money. |
| 0:06.0 | How it works, how to invest it, and how to live without worrying about it. |
| 0:10.6 | I'm your host, David Stein, today is episode 342. |
| 0:14.9 | It's titled, Is Another Great Inflation Coming? |
| 0:21.0 | A recently got an email from a member of Money for the Rest of Us Plus, and he said he had |
| 0:25.3 | just gone shopping for some facial tissues, clinics, and saw pricing had been raised |
| 0:31.5 | at the National Retailer by over 20% on single packages and 33% on four packs. |
| 0:40.6 | He mentioned he had sold to Big Box stores all his career, and knew how difficult it is |
| 0:47.3 | to get a price increase that big at a store. |
| 0:52.2 | This concerned him because he saw it as another signal that consumer costs are headed |
| 0:58.0 | up. |
| 0:59.0 | He mentioned last time he saw price increases like he's seeing anecdotally was in mid-2008. |
| 1:06.7 | He's also seeing it in his professional life, as supply chains have struggled with shortages |
| 1:12.9 | and suppliers are increasing prices. |
| 1:17.7 | The business surveys that were done around the world, known as PMI data, the prices paid |
| 1:23.7 | subcomponents are at the highest levels they have been since 2008. |
| 1:30.3 | In this episode, we're going to take a look at Is A Great Inflation Coming? |
| 1:35.0 | An inflation like we saw around the world from the late 1960s to the early 1980s. |
| 1:42.7 | What would cause that? |
| 1:44.3 | And what should we do about it from an investment standpoint? |
| 1:47.7 | What assets can we own to survive a great inflation? |
... |
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