TIP501: Investing During an Inflationary Environment
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores effective strategies for investors to protect their assets from inflation during stagflation. It highlights economic challenges, important statistics, and analyzes companies that exemplify successful inflation hedging techniques.
IN THIS EPISODE YOU’LL LEARN:
- 01:24 - What are the primary drivers of inflation in 2022.
- 08:34 - How different asset classes perform during inflationary time periods.
- 21:45 - Why gold and cash flowing real estate can give good inflation protection.
- 25:36 - Why TIPS can help investors hedge against inflation.
- 36:39 - Warren Buffett’s advice on hedging inflation.
- 39:57 - Clay’s intrinsic value analysis of Adobe and Microsoft.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Tune into the recent We Study Billionaires' episode covering Ray Dalio's thesis on the long-term debt cycle.
- Learn about the Lessons from Billionaire Howard Marks.
- Lyn Alden’s article: Investing During Stagflation and Four Simple Reasons to Buy Gold.
- Related Episode: Stig’s recent interview with Lyn Alden.
- Thomas Chua’s blog: Steady Compounding.
- Ray Dalio’s books: Big Debt Crises & The Changing World Order.
- Check out William Green’s conversation with Ray Dalio here.
- Check out Preston and Stig’s overview of Big Debt Crisis here.
- Follow Clay on Twitter.
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