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The Julia La Roche Show

#166 Nancy Davis: 'Whatever They Say, The Opposite Happens' — Fed Meeting Reaction, Why Inflation Is Here To Stay, And The Opportunity For Investors

May 2, 2024
Nancy Davis, founder of Quadratic Capital Management, discusses the Fed Meeting, inflation, and opportunities for investors. She highlights the history of high inflation and the options available now to protect portfolios. Nancy also talks about IVOL, rates market indicators, and the importance of monitoring inflation-protected bonds.
38:42

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Investors can capitalize on opportunities created by inflation by diversifying portfolios with inflation-protected bonds.
  • The evolution of markets now provides more options for investors to safeguard against inflation compared to previous high-inflation periods.

Deep dives

Federal Reserve's Interest Rate Policy and Powell's Comments

The podcast episode delves into Nancy Davis' reactions to the Federal Reserve's interest rate policy and Powell's comments after the FOMC. Powell's statements were highlighted, showcasing seemingly contradictory messages, such as allowing mortgages to run off rather than additional purchases. Davis emphasizes the significance of understanding the Fed's balance sheet composition and the impact on investments in response to the rate decisions.

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