• Inflation's Impact: Strategies Beyond Bonds

  • Nov 1 2024
  • Length: 31 mins
  • Podcast

Inflation's Impact: Strategies Beyond Bonds

Listen for free

View show details

  • Summary

  • Please text and tell us what you like

    In today’s episode, Steve and Clem discuss (and debate) the idea of replacing a portion of your bond holdings with a satellite portfolio of assets that that may offer a superior combination of yield and inflation resistance.

    We consider the fact that inflation, while moderating significantly, is far from conquered. We also wonder if Fed rate cuts might actually prompt a return to higher inflation. Last, we wonder if we’re overdue for a sizable equities correction, especially among those AI and pharma stocks that have had a good run.

    For this inflation-proofing satellite portfolio, we look at REITs, utilities, and natural resource equities, including energy, mining, and agriculture.

    All of these assets have advantages with respect to yield and inflation resistance, but whether they offer total returns superior to those of general equities is open to question.

    Steve and I welcome you to share your insights and continue the conversation.

    Straight Talk for All - Nonsense for None


    Please check out our other podcasts:

    https://skepticsguidetoinvesting.buzzsprout.com
    Show More Show Less
Show More Show Less

What listeners say about Inflation's Impact: Strategies Beyond Bonds

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.