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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