Clay Finck does a deep dive on inflation. He covers which asset classes perform best during inflationary times, what periods we can look back to as a reference point, as well as the pros and cons of TIPS as an inflation hedge. Clay also performs an intrinsic value analysis of Adobe and Microsoft during the second half of the episode given that many investors prefer to hedge inflation by owning great businesses.

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:04:46 – 1940s and 1970s
00:08:14 – Ray Dalio Clip
00:11:36 – US Treasuries, Cash, Stocks, and Commodities
00:14:31 – Lyn Alden Clip
00:17:35 – Monetary Commodities/Gold
00:25:28 – Real Estate
00:26:36 – TIPS
00:28:45 – How Warren Buffett Hedges Inflation
00:31:52 – Adobe Analysis
00:41:06 – Microsoft Analysis
00:49:03 – Closing Thoughts

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📖  BOOKS MENTIONED:
– Big Debt Crises by Ray Dalio:
– The Changing World Order by Ray Dalio:

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀

▶️ EPISODES MENTIONED:
– (TIP224) Billionaire Ray Dalio’s New Book Big Debt Crises:
– (TIP410) The Changing World Order w/ Ray Dalio:
– (TIP491) Macro And The Energy Market w/ Lyn Alden:
– (TIP497) Lessons From Billionaire Howard Marks:

💡 OTHER RESOURCES
– Lyn’s Article, Investing During Stagflation:
– Lyn’s Article, Four Simple Reasons to Buy Gold:
– Thomas Chua’s blog:
– Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount:

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LEARN ABOUT: Investing During Inflation

REVEALED: Best Investment During Inflation

HOW TO INVEST IN GOLD: Gold IRA Investing

HOW TO INVEST IN SILVER: Silver IRA Investing

Inflation is a term used to describe the increase in prices of goods and services over a period of time. It refers to the declining value of money, making it necessary for investors to consider their investment strategies during high inflation. However, investing in a high inflation environment is not easy, as the market is volatile and can be unpredictable. Insights from Warren Buffett and Ray Dalio can, therefore, help guide investors on how to best invest during high inflation.

One of the essential tips from these two investment titans is to invest in a mix of assets, including equities, commodities, and real estate. While equities tend to perform better during low inflation times, commodities such as gold and silver tend to do much better during high inflation. Therefore, a combination of the two can provide a hedge against inflation. Investing in real estate is also an excellent way to combat inflation as it’s a tangible asset with intrinsic value.

Another tip is to focus on value investing. The principle of value investing involves investing in undervalued or discounted assets in the market. This means investing in companies that are not affected by inflation and whose stocks are trading below fair value.

Another way to invest during high inflation is by allocating funds to bonds that pay higher than the inflation rate. This is called inflation-protected securities, or TIPS. TIPS are absolutely risk-free investments that pay an interest rate higher than the rate of inflation, ensuring that your investments maintain their purchasing power throughout periods of high inflation.

Since high inflation can lead to a depreciation of currency, investing in foreign currency is also advisable. Holding foreign currency in one’s portfolio can help safeguard their investments from any depreciation in the value of the local currency. However, investing in foreign currency also carries its own set of risks that investors should be aware of.

Lastly, Warren Buffett and Ray Dalio both emphasize the importance of diversification. Diversification means spreading investments across a range of different assets to manage risk. With diversification, the investor can minimize their losses if one of their investments fails to perform well.

In conclusion, high inflation environments can make investing challenging, but not impossible. By following the tips and insights of investment gurus like Warren Buffett and Ray Dalio, investors can create an investment portfolio that can protect their investments and help them generate returns despite high inflation. A mix of assets, value investing, bonds that pay higher than the inflation rate, foreign currency, and diversification can help investors create a portfolio that withstands high inflation.