Nancy Davis

Nancy Davis, a renowned expert in volatility markets and portfolio construction, shares her insights on inflation hedging strategies. She discusses key indicators for determining inflation trends and how to leverage volatility markets effectively. Nancy explains the basics of bond convexity and explores innovative ETF products that outperform traditional methods like TIPS. The conversation also touches on the complexities of current fiscal policies and the implications of rising rates on investment strategies, emphasizing the need for diversification in uncertain economic times.

Jodi discusses Biden's progress in battleground states, Nancy predicts market trends, Eric reacts to US jobs report. Insights on voter preferences post-debate, market impact of French and US elections, investment strategies, Federal Reserve's dual mandate, stock market performance during election years, and AI's influence on investments.

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.

Adam Turnquist, Kunjan Sobhani, and Nancy Davis discuss the Fed's decision, Qualcomm's success in China, market strategies, and the impact of the Fed meeting on markets. They touch on inflation protection bonds, bond market stability, and AI's future in investment strategies.

Stephanie Leung, CIO at StashAway, Nancy Davis, Founder of Quadratic Capital Management, and Steven Schoenfeld, CEO of Market Vector Indexes, discuss global growth trends, market implications, inflation concerns, policy implications, and investment insights in the US and emerging markets. They analyze the American economy, interest rates, earnings growth, anticipated stock gains, market rotations, and emerging sectors in a bullish market.