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Apr 2023
26m 32s

Which Inflation Protection Strategies Wo...

J. David Stein
About this episode

With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months.

Topics covered include:

  • What were investors' and the Federal Reserve's inflation expectations two years ago
  • What led to the big inflation increase
  • Why was the Federal Reserve forced to raise its policy rate by almost 5% in a year
  • How successful were inflation-index bonds, stocks, commodities, and real estate in beating inflation over the past two years
  • How did two active ETFs that set out to protect against inflation perform
  • What is the current outlook for inflation, and what should investors do


For more information on this episode click here.

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Show Notes

CPI Inflation Calculator—U.S. Bureau of Labor Statistics

Inflation Beneficiaries ETF—Horizon Kinetics

Quadratic Capital Management

Investments Mentioned

iShares TIPS Bond ETF (TIP)

Vanguard Short-term Inflation Protection Securities ETF (VTIP)

Invesco DB Commodity Index Tracking Fund (DBC)

Vanguard Total World Stock ETF (VT)

Vanguard Total Stock Market ETF (VTI)

WisdomTree U.S. High Dividend Fund (DHS)

WisdomTree Global High Dividend Fund (DEW)

Horizon Kinetics Inflation Beneficiaries ETF (INFL)

Schwab U.S. REIT ETF (SCHH)

Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL)

Related Episodes

336: Own What Is Real

342: Is Another Great Inflation Coming?

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