What If High Inflation Doesn't End? How To Invest If High Inflation Stays
How economic wars, pandemics, and worker shortages could lead to years of high structural inflation. What needs to happen to avoid this dire inflation scenario.
Topics covered include:
Thanks to Policygenius for sponsoring the episode.
Show Notes
Monetary Policy and Price Stability, August 26, 2022, byChair Jerome H. Powell—Board of Governors of the Federal Reserve System
Fed's Kashkari: 'happy' with market reaction to Powell speech by Ann Saphir and Matthew Lewis—Reuters
War and Interest Rates by Zoltan Pozsar—Credit Suisse
2nd Quarter Market Commentary, July 2022—Horizon Kinetics
BP Energy Outlook 2022
Investments Mentioned
Invesco DB Commodity Tracking ETF (DBC)
Horizons Kinetics Inflation Beneficiary ETF (INFL)
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