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. 50: What the Money Velocity Comeback Means for Inflation, and Investors
Ep. 49: Do Inflation Expectations Affect Inflation?
Ep. 48: This Month’s CPI Report - It’s Not Easy Being ’Mean’
Ep. 47: New Year’s Resolutions
Ep. 46: This Month’s CPI Report - Why Does Christmas Come But Once a Year?
Ep. 45: Is Crypto a Hedge Against Inflation?
Ep. 44: Mailbag!
Ep. 43: This Month’s CPI Report: Health Care Gives Me A Headache
Ep. 42: Potpourri
Ep. 41: This Month’s CPI Report - Evidently, We Are NOT There Yet
Ep. 40: Return to the Teeter-Totter - Comments on the Price System
Ep. 39: This Month’s CPI Report - Are We There Yet?
Ep. 38: Is Tuition Forgiveness Inflationary?
Ep. 37: Bad Idea of the Year - Wage and Price Controls
Ep. 36: This Month’s CPI Report - A Sticky Situation
Ep. 35: Will the Inflation Reduction Act Reduce Inflation?
Ep. 34: Velocity Turns Higher...Whoops!
Ep. 33: This Month’s CPI Report - Not Good
Ep. 32: The Remarkable Story of Inflation Futures
Ep. 31: Why Gold is Like TIPS (or Vice-Versa)
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