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. 11: This Month‘s CPI Report - What Did You THINK Would Happen?
Ep. 10: A High-Velocity Tour of Velocity
Ep.9: This Month‘s CPI Report - A Watershed Moment
Ep.8: Hari Seldon, Psychohistory, and the Failings of Modern Macroeconomics
Ep. 7: Rents and Sensibility
Ep. 6: Evergrande and Inflation - Why the Model Matters
Ep. 5: Stagflation from a Monetarist‘s Perspective
Ep. 4: The Making of an Inflation Index
Ep. 3: Powell's Jackson Hole Perspectives on Inflation
Ep. 2: Diamond/Water Paradox
Ep 1: What I Believe
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