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TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood
We Study Billionaires - The Investor’s Podcast Network
Is There a Link Between High Inflation and Lower Equity Returns?
Aaron Carroll: There does not appear to be a link between high inflation and lower equity returns, most likely associated with the compression and valuations that occurs as it did during the great inflation. That said, certain factors like value, momentum, and shareholder yield historically hold up quite well in moderate to high inflation regimes. He says there is also an interesting paper by JP Morgan titled "The Best Strategies for inflationary times" And so they found that from a factor standpoint, momentum was the best performing factor across all inflation regimes. But consumer staples was the worst performing kind of by some margin.
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