Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
This somewhat longer episode has a little bit of potpourri at the beginning, as the Inflation Guy covers the OER-Primary Rents divergence, the decline of Reverse RP balances, and the effect of AI on inflation...but the meat of the podcast is a discussion about a product (which a listener sent to the Inflation Guy) that resembles an inflation-linked annuity but in a mutual fund form. There are pros and cons to the product, and the IG covers them all before giving it a cautious thumbs up.
The Inflation Guy is pleased that we are starting to see more and more innovative products, even if there are still plenty of frontiers as yet unexplored. So he continues to boldly go where no inflation guy has gone before!
NOTES
Podcast callback: Ep. 54: Will Artificial Intelligence Kill Inflation?
Blog Post: AI: Even a Big Deal is Smaller Than You Think
Company reference: Stone Ridge Asset Management (Lifex Funds)
Google Sheet with Speculative Subcomponent Inflation Swaps: https://docs.google.com/spreadsheets/d/118FRJVhjGTLoRr1ebqfZn7opTlavtmt8XuyAQHicx5I/edit#gid=0
Blog Post: Inflation Sherpa
To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/
To Subscribe for free to the blog: https://inflationguy.blog/
Check out the website! https://www.EnduringInvestments.com/
Ep. 108: Revisiting Velocity - Myths and Reality
Ep. 107: Those Ten Dangerous Words
Ep. 106: This Month's CPI Report - A Potential Pony Situation
Ep. 105: Inflation as Foreign Exchange, or How People Screwed Up Housing Forecasts
Ep. 104: Inflation Snippets
Ep. 103: This Month's CPI Report - Sticky Too Soon
Ep. 102: Gold and Crypto - Are Either, or Both, Real?
Ep. 100: Looking Back and Looking Forward
Ep. 99: This Month’s CPI Report - UGH!
Ep. 98: Will You Be Able to Trade Medical Care Inflation Soon?
Ep. 97: Inflation and Reinsurance - a Better Way
Ep. 96: Money Illusion - What it is and Why it Matters
Ep. 95: 2024 Call to Action
Ep. 94: This Month’s CPI Report - New Year, New Ewww
Ep. 93: This Month’s CPI Report - Sorry I Could Not Travel Both
Ep. 92: Safe Withdrawal Rates - Accounting for Inflation
Ep. 91: Quality Adjustment (?) in College Tuition Inflation
Ep. 90: This Month’s CPI Report - Miles to Go Before We Sleep
Ep. 89: Hedge ’Em All - the Price of Risk
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