Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
In this (longer than normal) episode, the Inflation Guy talks about the outlook for inflation - which, admittedly, he did last week with the CPI Summary episode but in this case he delves into more of the drivers of his 2024 and 2025 expectations - and for several asset markets. He frames the question as a balance of the risks and makes concrete suggestions for how he would tilt portfolios today.
Also, in response to listener requests, he lists several podcasts that he (very occasionally) listens to. "Recommend" is a strong word, but he likes these.
NOTES
Blog Post: 2024 Balance of Risks
Blog Post: Inflation Sherpa
Chart of Mortgage Origination vs Money Growth
Podcasts Referred to: Orion's The Weighing Machine, InsuranceAUM podcast, We Study Billionaires, Grant Williams Podcast, Demetri Kofinas Hidden Forces, What the Truck?!?, The Memo by Howard Marks, Fill the Gap.
To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/
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Check out the website!: https://www.EnduringInvestments.com/
Ep. 90: This Month’s CPI Report - Miles to Go Before We Sleep
Ep. 89: Hedge ’Em All - the Price of Risk
Ep. 88: Does Slower Jobs Growth Portend Lower Inflation?
Ep. 87: Confusing Price Effects and Quantity Effects
Ep. 86: If Gold is Like TIPS, Should I Buy it?
Ep. 85: This Month’s CPI Report - The Hard Part Has Begun
Ep. 84: Is it Time to Buy TIPS?
Ep. 83: Inflation Bookshelf
Ep. 82: Why Endowment CIOs Should Operate in Real Space
Ep. 81: CPI Report Summary - The Easy Part is Over
Ep. 80: Hedonic Adjustment and Why You Shouldn’t Hate It
Ep. 79: Seasonal Adjustment and Inflation
Ep. 78: Why China’s Economic Weakness Isn’t Deflationary
Ep. 77: This Month’s CPI Report - Don’t Get Used to It!
Ep. 76: Why Does Inflation Matter?
Ep. 75: Where Are We in the Inflation Tale?
Ep.74: Inflation Folk Remedies
Ep. 73: This Month’s CPI Report - the Longest Journey
Ep. 72: Chapwood Index vs CPI – Which is the Better Inflation Index?
Ep. 71: 5 Simple Ways an Endowment Can Improve its Inflation-Protection Allocation
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