What Investment Strategies Do Best During High Inflation Periods?

What Investment Strategies Do Best During High Inflation Periods?

How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies.

Topics covered include:

  • What has led to today's high inflation environment and why it is unique
  • How current demographic and technology trends are disinflationary
  • How many inflationary regimes have there been in the past
  • How stocks, residential housing, commodities, collectibles performed during high inflation environments.
  • How trend following and momentum have been the best performing strategy during high inflation environments.
  • Which trend following and momentum approaches have worked best for individual investors.
  • How managed futures strategies work


Thanks to OurCrowd and Egnyte for sponsoring the episode. Here is more information on Money For the Rest of Us Plus.

For more information on this episode click here.

Show Notes

US Budget Deficit Hits $2.77 Trillion in 2021, 2nd Highest by Associated Press—U.S. News & World Report

India says nationwide birthrates drop below key ‘replacement rate’ by Gerry Shih—The Washington Post

The Best Strategies for Inflationary Times by Henry Neville Et al.

Trend Following: Equity and Bond Crisis Alpha by Carl Hamill, Sandy Rattray, and Otto Van Hemert

AQR hedge fund suffers $10bn in outflows by Laurence Fletcher—Financial Times

Is There a Replication Crisis in Finance? Theis Ingerslev Jensen, Bryan T. Kelly, and Lasse Heje Pedersen

Related Episodes

266: Using Momentum Investing and Trend Following

342: Is Another Great Inflation Coming?

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