In Search of the Ultimate Inflation Hedge

When stuff and services get more expensive, your dollars can buy less of them. That’s called inflation, and it’s a problem because investors want to fund future consumption; if stuff gets more expensive you need to save more, spend less, or earn higher investment returns to meet your objectives.

Referenced in this video:
US Inflation and Global Asset Returns: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899
The Best Strategies for Inflationary Times: https://jpm.pm-research.com/content/47/8/8/tab-article-info
Value and Interest Rates: Are Rates to Blame for Value’s Torments?: https://jpm.pm-research.com/content/47/6/65
Duration-Driven Returns: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3359027
Inflation Hedging with International Equities: https://jpm.pm-research.com/content/40/2/41
The Golden Dilemma: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.nber.org/system/files/working_papers/w18706/w18706.pdf
Gold, the Golden Constant, COVID-19, 'Massive Passives' and Déjà Vu: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3667789

------------------
Follow Ben Felix on
- Twitter: https://twitter.com/benjaminwfelix
- LinkedIn: https://www.linkedin.com/in/benjaminwfelix/

Visit Rational Reminder: https://rationalreminder.ca/

Follow the Rational Reminder on:
- Twitter: https://www.twitter.com/RationalRemind

Visit PWL Capital: https://www.pwlcapital.com/teams/passmore-felix/

Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company/pwl-capital/

You can find the Rational Reminder podcast on
Google Podcasts:
https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
------------------