We Study Billionaires - The Investor’s Podcast Network

TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis

Sep 2, 2022

50:55

Highlights

AI Chapters

Episode notes

Passive ETFs - What Are the Risks?

01:38

Is Eyeball a Good Investment?

01:33

Is Oil a Big Driver of Inflation?

03:03

Introduction

2min

Is the Fed Going to Use Their Balance Sheet as a Monetary Policy Tool?

3min

Is There a Need for a Further Rate Hike?

5min

Are the Fed's Caps Going to Increase?

4min

What Is Short Volatility?

2min

We Study Billionaires Bitcoin Fundamentals and Richard Weiser Happier

5min

Is There a Supply Side Recession on the Horizon?

2min

Is the Return Curve a Thing of the Past?

3min

The Convexity of Fixed Income Bonds

2min

10.

Is Volatility Something You Should Be Concerned About?

3min

11.

Are Tips Something Retail Investors Should Consider?

2min

12.

Passive ETFs - What Are the Risks?

2min

13.

What Are the Things That People Should Understand About Volatility Markets?

6min

14.

I-Vol ETF - What Kind of Driven You to Start This ETF Business?

2min

15.

Is There Anything in the Hard Assets Sector That You'd Like to Consider?

3min

16.

Is Oil a Big Driver of Inflation?

3min

17.

Is Eyeball a Good Investment?

2min

18.

How Long Do Bonds Last?

3min

19.

The Investors Podcast - Nancy Davis, Double Underlined Davis at Twitter

2min

IN THIS EPISODE, YOU’LL LEARN:

01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking off at the time of this recording.
05:59 - What Nancy watches to determine if inflation has peaked.
09:42 - Which indicators does Nancy pay the most attention to.
11:08 - How to use the volatility markets to hedge against inflation.
25:28 - The basics of bond convexity.
27:36 - Opportunities for when inflation and interest rates move towards parity.
And much, much more!

*Disclaimer: Slight timestamp discrepancies 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.
Quadratic Capital Website.
Nancy Davis Twitter.
Trey Lockerbie Twitter.

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