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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs on Hedging Inflation with Optimal Commodity Portfolios to Maximize Diversity & Growth
Description: This is ReSolve Riffs – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. As governments in the U.S, Europe, Japan and elsewhere embrace aggressive fiscal stimulus measures in the wake of the global Coronavirus pandemic, investors are growing concerned that this may unleash a sustained inflationary impulse. As investors dust off their inflationary market playbooks, many are realizing portfolios may need to be significantly restructured. This week ReSolve’s own Portfolio Managers, Mike, Rodrigo, Richard and Adam, wrestle with the underlying macro dynamics that m...