TIP501: Investing During an Inflationary Environment

<p><strong>IN THIS EPISODE YOU’LL LEARN:</strong></p><ul><li>01:24 -&nbsp;What are the primary drivers of inflation in 2022.</li><li>08:34 - How different asset classes perform during inflationary time periods.</li><li>21:45 - Why gold and cash flowing real estate can give good inflation protection.</li><li>25:36 - Why TIPS can help investors hedge against inflation.</li><li>36:39 - Warren Buffett’s advice on hedging inflation.</li><li>39:57 - Clay’s intrinsic value analysis of Adobe and Microsoft.</li></ul><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Tune into the recent We Study Billionaires' episode covering <a href="https://www.theinvestorspodcast.com/episodes/ray-dalios-book-big-debt-crises-how-the-economic-machine-works/" rel="noopener noreferrer" target="_blank"><strong>Ray Dalio's thesis on the long-term debt cycle</strong></a>.</li><li>Learn about the <a href="https://www.theinvestorspodcast.com/episodes/lessons-from-billionaire-howard-marks/" rel="noopener noreferrer" target="_blank"><strong>Lessons from Billionaire Howard Marks</strong></a>.</li><li>Lyn Alden’s article: <a href="https://www.lynalden.com/investing-during-stagflation/" rel="noopener noreferrer" target="_blank"><strong>Investing During Stagflation</strong></a> and <a href="https://www.lynalden.com/reasons-to-buy-gold/" rel="noopener noreferrer" target="_blank"><strong>Four Simple Reasons to Buy Gold</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/macro-and-the-energy-market-w-lyn-alden/" rel="noopener noreferrer" target="_blank"><strong>Stig’s recent interview with Lyn Alden</strong></a>.</li><li>Thomas Chua’s blog: <a href="https://steadycompounding.com/" rel="noopener noreferrer" target="_blank"><strong>Steady Compounding</strong></a>.&nbsp;</li><li>Ray Dalio’s books:<a href="https://www.amazon.com/Big-Debt-Crises-Ray-Dalio/dp/1732689806?&amp;li