RR #150 - The Ultimate Inflation Hedge

Is it possible to hedge your investments against different levels of inflation? This is the question we ask in today’s episode, as we run through a variety of different investment approaches and commodities. While the answer may not come as a huge surprise, it is definitely worth the walk-through and getting to grips with what the literature can tell us in each scenario. After rounding up some news and a few reviews relevant to our usual subject matter, we dive straight into this topic, tackling the performance of stocks and bonds, gold, international stocks, value stocks, and more! We also share some general thoughts and questions to ask during periods where inflation is high, before positing our view that there is no single successful hedge against inflation, but rather our usual position of an adjusted and diversified portfolio will serve you as well in this regard as in others. We finish off this episode with a few of our usual quick cards, and this week’s disturbing bad advice! So tune in to hear all about what you should know about expected and unexpected inflation and a whole lot more! Links From Today’s Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/t.... Rational Reminder Website — https://rationalreminder.ca/ 1 Episode 98 — Episode 98: Rapid Fire Listener Questions, Wealthsimple's Victory Lap, and the Historic State of Value Investing — Rational Reminder ‘The Golden Dilemma’ — https://www.nber.org/system/files/wor... 2 ‘The Golden Constant’ — The Golden Constant by Claude B. Erb, Campbell R. Harvey :: SSRN 1 Larry Swedroe — Larry Swedroe | Buckingham Strategic Wealth 1 ‘Value and Interest Rates: Are Rates to Blame for Value’s Torments?’ — Value and Interest Rates: Are Rates to Blame for Value’s Torments? by Thomas Maloney, Tobias J. Moskowitz :: SSRN