With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that…
Tag: inflation
Markets Are Too Overconfident About Inflation, Says Krugman
Nobel Prize-winning economist Paul Krugman is worried that investors are getting too relaxed about inflation and that as financial conditions loosen, inflation will rise again. “The markets are pricing in…
Central Banks Must Finish The Job, Says Summers
In remarks made at the World Economic Forum in Davos Switzerland, former U.S. Treasury Secretary Larry Summers said that the “greatest tragedy” for the worldwide economy would be if central…
Short-Term Inflation Will Decline Dramatically in 2023
At a webinar sponsored by DoubleLine Capital, CEO Jeffrey Gundlach told the attendees that inflation will dramatically drop in the first six months of next year, reports an article in…
Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley’s work on convexity and how to utilize it in portfolios earned him the nickname the…
Four Hard Investing Lessons From 2022 With Silver Linings
By Justin Carbonneau (@jjcarbonneau) — In Ben Graham’s The Intelligent Investor, he introduces Mr. Market, which is an allegory that is meant to help the reader understand the irrational, groupthink…
Top Financial Historian: Be Happy About Inflation & Worry About Something Else
The current moment of high inflation is something investors should welcome, says Brad DeLong, a professor at UC Berkeley and one of the top financial historians and economists in the…
Here’s Why 2022 Hasn’t Been A Great Year For Gold
While many investors predicted 2022 would be a good year for gold, the asset is on track to decline for its sixth straight month, dropping 14% in that span of…
Kashkari “Happy” About Market Reaction To Jackson Hole Speech
Minneapolis Fed President Neil Kashkari told Bloomberg that he was “happy to see” the reaction to Jerome Powell’s speech at the Fed’s annual retreat in Jackson Hole, in an interview…
Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific…
