Inflation, Interest Rates, and Hedging

Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.

 

Leave a Comment

Recent Blogs

Update on Multiple Stocks

Talen Energy ($TLN): Just a day ago, the White House announced plans to make Pittsburgh an AI hub with huge investments made in new datacenters. This morning, Talen Energy...

Read More

June CPI is 2.7%

Overview: Today, we got the June Consumer Price Index (CPI) report which showed an overall increase of 2.7% for the last year and up 0.3% for the month (annualizes...

Read More
Referral program

Invite & Earn

X
Signup to start sharing your link
Signup
background banner image
loading gif

Available Coupon

X