How To Invest During High Inflation | Insights from Warren Buffett & Ray Dalio (TIP501)
发布时间 2022-12-06 07:45:00 来源
摘要
Clay Finck does a deep dive on inflation. He covers which asset classes perform best during inflationary times, what periods we can look back to as a reference point, as well as the pros and cons of TIPS as an inflation hedge. Clay also performs an intrinsic value analysis of Adobe and Microsoft during the second half of the episode given that many investors prefer to hedge inflation by owning great businesses.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:04:46 - 1940s and 1970s
00:08:14 - Ray Dalio Clip
00:11:36 - US Treasuries, Cash, Stocks, and Commodities
00:14:31 - Lyn Alden Clip
00:17:35 - Monetary Commodities/Gold
00:25:28 - Real Estate
00:26:36 - TIPS
00:28:45 - How Warren Buffett Hedges Inflation
00:31:52 - Adobe Analysis
00:41:06 - Microsoft Analysis
00:49:03 - Closing Thoughts
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🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/investing-during-an-inflationary-environment/
📖 BOOKS MENTIONED:
- Big Debt Crises by Ray Dalio: https://amzn.to/3EyWbLA
- The Changing World Order by Ray Dalio: https://amzn.to/3tVXHlX
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
▶️ EPISODES MENTIONED:
- (TIP224) Billionaire Ray Dalio’s New Book Big Debt Crises: https://bit.ly/3GFUZbS
- (TIP410) The Changing World Order w/ Ray Dalio: https://bit.ly/3XuGTAg
- (TIP491) Macro And The Energy Market w/ Lyn Alden: https://bit.ly/3Ui9TYY
- (TIP497) Lessons From Billionaire Howard Marks: https://bit.ly/3Vp3JaE
💡 OTHER RESOURCES
- Lyn’s Article, Investing During Stagflation: https://www.lynalden.com/investing-during-stagflation/
- Lyn’s Article, Four Simple Reasons to Buy Gold: https://www.lynalden.com/reasons-to-buy-gold/
- Thomas Chua’s blog: https://steadycompounding.com/
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF
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WHO I AM:
I’m Clay Finck, host of the 🎙We Study Billionaires Podcast. I’m passionate about learning top 💰investing and business insights and sharing them with others.
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