How To Hedge Against Inflation w/ Nancy Davis (TIP473)
发布时间 2022-09-02 07:45:00 来源
摘要
My guest today is Nancy Davis. Nancy is the founder of Quadratic Capital Management and manages the portfolio of both the Inflation Hedge ETF (Ticker: IVOL) and the Quadratic Deflation ETF (Ticker:BNDD). Before founding Quadratic, Nancy spent 10 years at Goldman Sachs where she became the Head of Credit, Derivatives and OTC trading. Barrons has named her one of the 100 most influential women in finance and you’ve likely seen her as a frequent guest on CNBC, Bloomberg, and others.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:44 - 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
00:05:24 - What Nancy is watching to determine if inflation has peaked
00:09:28 - Which indicators Nancy pays most attention to
00:11:04 - How to use the volatility markets to hedge against inflation
00:20:34 - Which indicators Nancy pays most attention to
00:22:43 - The basics of bond convexity
00:24:04 - Opportunities for when inflation and interest rates move towards parity
I really enjoyed having Nancy on. I certainly learned a lot about the mysterious world of volatility markets and I think you’ll find some really interesting strategies here. So, without further ado, please enjoy this conversation with Nancy Davis.
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💡 OTHER RESOURCES
- Quadratic Capital: https://quadraticllc.com/
- Connect w/ Nancy: https://twitter.com/nancy__davis
- 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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I’m Trey Lockerbie and host of We Study Billionaires🎙. I used to study options trading but pivoted to value investing 💵 after a life-altering dinner with Warren Buffet. Back in the day I was traveling around the world as a musician, but I’ve now settled in Los Angeles with my wife and two children. Together with my wife I started Better Booch 🥃 - a nationally distributed Kombucha company.
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