Investors have been hearing prognostications of “runaway” inflation since the end of the global financial crisis, more than a decade ago. With central banks and governments around the world offering up unprecedented stimulus spending to combat pandemic-induced economic disruption, these inflation calls have now reached a fever pitch. Dynamic Beta's Andrew Beer joins Let's Talk ETFs to make the case for why his firm's hedge-fund replication ETFs are the perfect antidote for inflation's effects on traditional 60/40 portfolios.
Show Notes
3:45 - The Dynamic Beta back-story: After so many years in the hedge fund space, what prompted Andrew to offer these types of strategies in an ETF wrapper?
5:30 - iM DBi Hedge Strategy ETF (DBEH) and iM DBi Managed Futures Strategy ETF (DBMF): Breakdown of retail vs. institutional ownership
6:15 - Why are these and so many other ETFs not available via platforms like Merrill Edge?
14:00 - 2021: The year when inflation concerns could finally become a reality for investors
20:00 - Is growing government debt the world over inflationary or deflationary?
24:30 - What effects would inflation likely have on a typical 60/40 portfolio of stocks and bonds?
28:00 - What can the Fed do to fight inflation? Is raising rates really on the table?
31:30 - Two strategies for combating inflation within your portfolio: iM DBi Hedge Strategy ETF (DBEH) and iM DBi Managed Futures Strategy ETF (DBMF)
42:15 - Are these ETFs meant to be core or satellite portfolio holdings?
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