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His audiences know him as THE ”Inflation Guy.” In the inflation markets he is known as a pioneer. He is considered as the Expert to the experts in the world of inflation markets where true expertise is hard to find. In this podcast the Inflation Guy talks about the hidden tax, the insidious assault on your wealth, and how to defend your money. Have a question? Email InflationGuy@enduringinvestments.com
Episodes
Thursday Jan 18, 2024
Thursday Jan 18, 2024
In this (longer than normal) episode, the Inflation Guy talks about the outlook for inflation - which, admittedly, he did last week with the CPI Summary episode but in this case he delves into more of the drivers of his 2024 and 2025 expectations - and for several asset markets. He frames the question as a balance of the risks and makes concrete suggestions for how he would tilt portfolios today.
Also, in response to listener requests, he lists several podcasts that he (very occasionally) listens to. "Recommend" is a strong word, but he likes these.
NOTES
Blog Post: 2024 Balance of Risks
Blog Post: Inflation Sherpa
Chart of Mortgage Origination vs Money Growth
Podcasts Referred to: Orion's The Weighing Machine, InsuranceAUM podcast, We Study Billionaires, Grant Williams Podcast, Demetri Kofinas Hidden Forces, What the Truck?!?, The Memo by Howard Marks, Fill the Gap.
To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/
To Subscribe for free to the blog: https://inflationguy.blog/
Check out the website!: https://www.EnduringInvestments.com/
Comments (2)
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I agree on Kevin Muir. And I love the word bloviating. :-) Thanks Jesse for your support!
Thursday Feb 08, 2024
I put my HSA into the only commodity-related fund available last year and it was up 14% on the year, which was nice because my main portfolio of gold/oil plays did lousy. About the Odd Lots guy, you nailed it 100%. There are two podcasts that I consider essential--yours and Joseph Wang’s Markets Weekly. What I appreciate is the combination of expertise, lack of an agenda, and honest humility. Too many in this space are bloviating self-promoters. I’ll also give a thumbs up to Kevin Muir.
Wednesday Feb 07, 2024
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