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Money For the Rest of Us and J. David Stein에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money For the Rest of Us and J. David Stein 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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What If High Inflation Doesn't End? How To Invest If High Inflation Stays

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Manage episode 339673874 series 2137790
Money For the Rest of Us and J. David Stein에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money For the Rest of Us and J. David Stein 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

How economic wars, pandemics, and worker shortages could lead to years of high structural inflation. What needs to happen to avoid this dire inflation scenario.

Topics covered include:

  • What are the three inflation lessons Federal Reserve Chair Jerome Powell shared
  • What is inflation anchoring
  • What caused the current period of high inflation
  • How China and Russia contributed to low inflation and why those trends have reversed
  • How behavior changes and productivity improvements can contribute to lower inflation
  • How to invest for an extended period of high inflation

For more information on this episode click here.

Thanks to Policygenius for sponsoring the episode.

Show Notes

Monetary Policy and Price Stability, August 26, 2022, byChair Jerome H. Powell—Board of Governors of the Federal Reserve System

Fed's Kashkari: 'happy' with market reaction to Powell speech by Ann Saphir and Matthew Lewis—Reuters

War and Interest Rates by Zoltan Pozsar—Credit Suisse

2nd Quarter Market Commentary, July 2022—Horizon Kinetics

BP Energy Outlook 2022

Investments Mentioned

Invesco DB Commodity Tracking ETF (DBC)

Horizons Kinetics Inflation Beneficiary ETF (INFL)

Related Episodes

342: Is Another Great Inflation Coming?

384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?

395: How Population Trends Will Impact Growth, Inflation, Investing, and Well Being

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493 에피소드

Artwork
icon공유
 
Manage episode 339673874 series 2137790
Money For the Rest of Us and J. David Stein에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money For the Rest of Us and J. David Stein 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

How economic wars, pandemics, and worker shortages could lead to years of high structural inflation. What needs to happen to avoid this dire inflation scenario.

Topics covered include:

  • What are the three inflation lessons Federal Reserve Chair Jerome Powell shared
  • What is inflation anchoring
  • What caused the current period of high inflation
  • How China and Russia contributed to low inflation and why those trends have reversed
  • How behavior changes and productivity improvements can contribute to lower inflation
  • How to invest for an extended period of high inflation

For more information on this episode click here.

Thanks to Policygenius for sponsoring the episode.

Show Notes

Monetary Policy and Price Stability, August 26, 2022, byChair Jerome H. Powell—Board of Governors of the Federal Reserve System

Fed's Kashkari: 'happy' with market reaction to Powell speech by Ann Saphir and Matthew Lewis—Reuters

War and Interest Rates by Zoltan Pozsar—Credit Suisse

2nd Quarter Market Commentary, July 2022—Horizon Kinetics

BP Energy Outlook 2022

Investments Mentioned

Invesco DB Commodity Tracking ETF (DBC)

Horizons Kinetics Inflation Beneficiary ETF (INFL)

Related Episodes

342: Is Another Great Inflation Coming?

384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?

395: How Population Trends Will Impact Growth, Inflation, Investing, and Well Being

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493 에피소드

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