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Podcast: The Julia La Roche Show
Episode: #166 Nancy Davis: 'Whatever They Say, The Opposite Happens' — Fed Meeting Reaction, Why Inflation Is Here To Stay, And The Opportunity For Investors
Description: Nancy Davis, founder and portfolio manager of Quadratic Capital Management, joins The Julia La Roche for episode 166 to react to the May Fed Meeting and the Federal Reserve's decision to keep rates unchanged.Â
In this episode, Nancy shares that inflation is a persistent issue that cannot be easily resolved. However, she sees this as an opportunity for investors, as many people do not have inflation-protected bonds or exposure to the rates market in their core bond portfolios. Nancy notes that during the last period of high inflation in the 1970s, people often turned to commoditie...