Episode 99: What Really Drives Inflation with Mike Ashton, The Inflation Guy

Join host Stewart Foley, CFA, as he sits down with Mike Ashton, "The Inflation Guy" from Enduring Investments, for another insightful episode on the InsuranceAUM.com podcast. Known for his expertise in inflation dynamics, Mike shares his candid perspectives on the Fed's policy moves, inflation's trajectory, and the impact of money supply on price levels.

The conversation delves into the complexities of the yield curve, the Fed’s approach to interest rates versus money supply, and the implications for both institutional and individual investors. Mike also highlights under-discussed metrics like core services excluding rents and explains how they might signal deeper inflationary pressures. With his signature clarity, Mike tackles common misconceptions about inflation, growth, and recession while offering a clear-eyed outlook for the months ahead.

Whether you’re a fixed-income enthusiast, an insurance asset manager, or just curious about macroeconomic trends, this episode provides valuable insights to help you navigate today’s volatile markets.