TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

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IN THIS EPISODE, YOU’LL LEARN:

  • 01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking off at the time of this recording.
  • 05:59 - What Nancy watches to determine if inflation has peaked.
  • 09:42 - Which indicators does Nancy pay the most attention to.
  • 11:08 - How to use the volatility markets to hedge against inflation.
  • 25:28 - The basics of bond convexity.
  • 27:36 - Opportunities for when inflation and interest rates move towards parity.
  • And much, much more!



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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