Consider equity income as a protective measure against inflation

The podcast examines how equity income can serve as a means to protect a retiree's assets from inflation while providing income. The speaker notes that a few years ago, during a period of rampant inflation, high dividend yielding stocks performed well. They argue that even without waiting for the Federal Reserve to cut interest rates, equity yield can be a valuable proposition for investors. They also emphasize the importance of larger, well-capitalized financial companies as a source of inflation-protected yield. Additionally, the podcast mentions that the energy sector may offer a hedge against inflation due to companies' improved discipline around production and cash return.