The best long-term hedge against inflation is equity, but within equity, some sectors hold up better than others during periods of high inflation. In this video, I look back in time to see which sectors these were as well as consider where we are in the business cycle because this will also affect our sector choice.
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Timestamps
00:00 introduction
00:32 Inflation Drivers
02:34 Investable Sectors
07:12 This Year
9:48 Long-Term Sector Performance
11:09 Periods of High Inflation
14:45 The Business Cycle
16:51 Conclusion
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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.
#Inflation #Investing #PensionCraft…(read more)
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Any idea what about inflation on packaging stocks?
would love to see sector rotation video. since financial institutions have specific strategy based on World events. understanding what event affects which sector.
How about Gold/Silver Miners and Metal Miners in general.. ? Especially now, which appears to be a very different time, considering the USD as the Global Reserve Currency is at risk by numerous countries (BRICS alliance). Are the Commodity Miners ( including Gold/Silver) on the verge of a price climb never seen before? Your opinion appreciated. AND Well done research. Thank you
Time to shirt energies
like the content and have Fav this, from a presenter point of view you have a listenable tone and cander but to be honest if your going to discuss a subject matter don't litter it with anything else stay on point, i was wanting more content about inflations sectors not what will can might occur during other economic cycles,, with other sectors please !
Very informative really enjoy the topics,,,
Great video.
My favourite part of the week is waiting for yours and Michaels podcast every Wednesday to listen to on my journey to work!!
kind of a rubbish video tbh…you're just showing us what we can see for ourselves with no perspective or "hidden gems" — this content would've been a lot less lazy a year ago
Excellent video!
You do so a great work!!! Thank you for this great video. Thank you so much
Anyone who is not investing now is missing a tremendous
opportunity
Imagine investing and receiving $9,500 weekly profits. Michael investment is the best
From the Morningstar paper “Equities Start Month in Deeply Undervalued Territory After Latest Pullback’ by Dave Sekera dated Sep 6, 2022 (The data of August 31, 2022)
Sector P/FV 8/31/22 P/FV 9/6/22
CONSUMER DEFESIVE (STAPLES) 101%
UTLILIES 109%
HEALTH CARE 96% 100%
Do you think the prices/Fair Values of the three sectors will increase more when the inflation continues increases? I think it is too late to buy the three sectors that the prices already went up a lot when you publish this tube.
Now, it will help us if you publish the better sectors to invest before recover.
Pls. comments. Thanks, Kang
RIP Queen Elizabeth II
I thought about building my top 5 list of videos from Ramin. This video will definitely be on this list. This is super helpful. Thanks a lot.
Very Informative Video. I have a question, if you don't mind answering. When people cut back on consumer discretionary items at the time of high inflation, do businesses selling Gold Jewelry flourish, given the prices of gold start moving up, maybe making consumers attractive to gold products? Or, would these businesses also go down along with consumer discretionary sector because people don't want to spend money on non-essential items? Please respond.
i'm actually dollar cost averging into Tech and Com Dis because these are the ones that got hammered hard. Defensive sectors have still been or 'already' holding up well so I'm looking forward to 6-12 mths ahead of the cycle. The stock market is not the economy and the stk market always move 6-12 mths ahead of the economy.
Another fantastic video, Ramin – thank you!
4:00 Please use larger font in such graphs as screen resolution hampers legibility.
Fudge The Fed-Sap and Claw Elixir
Very informative
To the point explanation
Great overview, thanks
Thank you Ramin! Great insightful video. I was wondering though about Gold price. In a recession the price goes up but when there is a rate hike the price goes down. Interestingly, we are in a situation where we are heading for recession and the rate will be rising for the foreseeable future. Is there any other point in history that we had a similar situation and how did gold perform during that period?
thank you
Long commodities and energy it isn't over
As always, another excellent video by Ramin
Hi there, thanks very much for this. What do you think of European banks? They benefit from rising rates. And they are much better provisioned and less geared than previously due to tight regulations after the global financial crisis. And they have good dividend yields and low price to book and price to earnings ratios…? Many thanks
Great video!
No wonder people are turning to crypto. 14.6% apy on stablecoins
27.4% apy midas
The investors go-to has always been the S&P index fund.
But that is looking more and more perilous because it's reliant on just a few very big companies that are highly overvalued and also dependent on an increasingly politically and economically unstable US market.
It's time to diversify globally and reduce the dependency on US stocks . The good old days are over.
We are going to see alot of big names fail over the next 5 years.
Tips and very short inflation linked bonds are doing pretty ok at the moment for a change. Otherwise it's core, non volatile, blue chip dividend stocks in non cyclical industries.
Such a fantastic video. Thank you
High-value video! Data-rich and seamless presentation.
Is using Gold as a good example of something that performed excellently during the high inflationary 70's a fair example? Isn't that when the US came off of the gold standard?
Would have thought that this is a reactionary take on investing. Minimum timeline for investments would typically be 5+ years, and the investment strategy has to be able to survive through periods of high and low inflation. Speculating now on assets for high inflation could prove disastrous if later on this decade the inflation rate is low.