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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Crew Riffs on Inflation Volatility and Smarter Portfolio Allocations
Description: After a multi-decade slumber, inflation has been dominating the economic and financial zeitgeist over the last twelve months. The sustained sell-off in both US stocks and bonds at the start of 2022 was an unfamiliar sight to investors that grew accustomed to the negative correlation that created the once mighty 60/40 portfolio. Are we entering a new paradigm where inflation has both higher mean and variance? Adam, Mike and Rodrigo lay out their views for navigating inflationary times, including topics such as: The difference between sustained and volatile inflation Large supply and demand mismatch, combined with a reversal of globalization...