TIP501: Investing During an Inflationary Environment
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 6 December 2022
⏱️ 57 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:03.0 | Hey everyone, welcome to the Investors Podcast. |
| 0:06.4 | I'm your host, Clay Fink, and today's episode is a really important one because it |
| 0:11.3 | covers what you need to know to protect yourself against inflation as an investor. |
| 0:16.9 | After my research on Ray Dalio's archetypal Big Dead cycle, I suspect that we may see |
| 0:22.4 | more inflation for the years ahead as our government deal with its massive debt problem |
| 0:26.8 | in the overall system, whether it's through this type of unique environment. |
| 0:31.6 | During this episode, I discuss a number of different asset classes that can protect |
| 0:35.7 | us from inflation. |
| 0:38.0 | Warren Buffett prefers to hedge inflation with quality businesses, so at the end of the |
| 0:42.2 | episode, I discuss Adobe and Microsoft in doing intrinsic value calculation and why |
| 0:48.1 | I believe they fit Buffett's definition of a long term inflation hedge. |
| 0:53.3 | For the other asset classes, I pulled some of my research from Lynn Alden's work, who |
| 0:58.0 | as always is pure signal in a very noisy world. |
| 1:02.2 | Without further delay, let's dive right in. |
| 1:05.0 | You are listening to the Investors Podcast, where we study the financial markets and read |
| 1:13.3 | the books that influence self-made billionaires the most. |
| 1:16.5 | We keep you informed and prepared for the unexpected. |
| 1:28.5 | During today's episode, I wanted to do some research and cover how investors can protect |
| 1:33.8 | themselves during inflationary, as well as stack-flationary market environments. |
| 1:39.4 | A stack-flationary environment is the double-edged sword of having high levels of inflation |
| 1:44.9 | and low economic growth, which is what we've seen as of late. |
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