Money For the Rest of Us19 Apr 2023

Which Inflation Protection Strategies Worked and Which Didn't?

With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months.

Topics covered include:

What were investors' and the Federal Reserve's inflation expectations two years ago
What led to the big inflation increase
Why was the Federal Reserve forced to raise its policy rate by almost 5% in a year
How successful were inflation-index bonds, stocks, commodities, and real estate in beating inflation over the past two years
How did two active ETFs that set out to protect against inflation perform
What is the current outlook for inflation, and what should investors do

For more information on this episode click here.

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Show Notes

CPI Inflation Calculator—U.S. Bureau of Labor Statistics

Inflation Beneficiaries ETF—Horizon Kinetics

Quadratic Capital Management

Investments Mentioned

iShares TIPS Bond ETF (TIP)

Vanguard Short-term Inflation Protection Securities ETF (VTIP)

Invesco DB Commodity Index Tracking Fund (DBC)

Vanguard Total World Stock ETF (VT)

Vanguard Total Stock Market ETF (VTI)

WisdomTree U.S. High Dividend Fund (DHS)

WisdomTree Global High Dividend Fund (DEW)

Horizon Kinetics Inflation Beneficiaries ETF (INFL)

Schwab U.S. REIT ETF (SCHH)

Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL)

Related Episodes

336: Own What Is Real

342: Is Another Great Inflation Coming?

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