TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>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.</li><li>05:59 - What Nancy watches to determine if inflation has peaked.</li><li>09:42 - Which indicators does Nancy pay the most attention to.</li><li>11:08 - How to use the volatility markets to hedge against inflation.</li><li>25:28 - The basics of bond convexity.</li><li>27:36 - Opportunities for when inflation and interest rates move towards parity.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Quadratic Capital <a href="https://quadraticllc.com/" rel="noopener noreferrer" target="_blank"><strong>Website</strong></a>.</li><li>Nancy Davis <a href="https://twitter.com/nancy__davis" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>Browse through all our episodes (complete with transcripts)<strong>&nbsp;</strong><a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li><li>Try our tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance Tool</strong></a>.</li><li>Enjoy exclusive perks from our&nbsp;<a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" t