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ET Podcast #7 – Inflation Investing

Summary:
The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Spotify: https://open.spotify.com/show/3ZXOnreiGGiUtuGHzbin6d Apple: https://podcasts.apple.com/us/podcast/epsilon-theory-podcast/id1107682538 We’re going to Pack-source a slate of investment strategies for an inflationary world. Here are five tentpoles to organize and support that effort, five sets of questions we must answer. What should we think about … 1) US Treasuries? 2) US Housing Market? 3) Narrative of Central Bank Omnipotence? 4) Fiscal Policies and Inflation Expectations? 5) Real Assets and Abstracted Securities? ET Podcast #7 – Inflation InvestingIf you’d like to sign up for a free email to let you know

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The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at:

Spotify: https://open.spotify.com/show/3ZXOnreiGGiUtuGHzbin6d

Apple: https://podcasts.apple.com/us/podcast/epsilon-theory-podcast/id1107682538


ET Podcast #7 – Inflation Investing

We’re going to Pack-source a slate of investment strategies for an inflationary world.

Here are five tentpoles to organize and support that effort, five sets of questions we must answer.

What should we think about …

1) US Treasuries?

2) US Housing Market?

3) Narrative of Central Bank Omnipotence?

4) Fiscal Policies and Inflation Expectations?

5) Real Assets and Abstracted Securities?



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About Ben Hunt
Ben Hunt
He is the chief investment strategist at Salient, a $14 billion asset manager based in Houston and San Francisco, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators read Epsilon Theory for its fresh perspective into market dynamics.

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