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TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis
We Study Billionaires - The Investor’s Podcast Network
Are the Fed's Caps Going to Increase?
There's this ominous sentiment out there with the actual economy. I think people really should be adding in things that are more defensive to their portfolio, because we just don't know what the future holds. Right now, the rates markets are priced that future inflation is going to slow dramatically. The Fed has been very delicate so far. They put in place these caps. That's probably because the last time they tried to do balance sheet online, they totally blew up the market. So they're being very delicate with their steps this time.
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