When stuff and services get more expensive, your dollars can buy less of them. That’s called inflation, and it’s a problem because investors want to fund future consumption; if stuff gets more expensive you need to save more, spend less, or earn higher investment returns to meet your objectives.
Referenced in this video:
US Inflation and Global Asset Returns:
The Best Strategies for Inflationary Times:
Value and Interest Rates: Are Rates to Blame for Value’s Torments?:
Duration-Driven Returns:
Inflation Hedging with International Equities:
The Golden Dilemma: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/
Gold, the Golden Constant, COVID-19, ‘Massive Passives’ and Déjà Vu:
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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
So, TLDR: Do the same as always: Invest in diversified low-cost index funds over the world?
How is the money supply not related to inflation?
An expansion of the money supply IS inflation, which results in more dollars chasing the same or fewer goods which causes price inflation…..you've fallen for new left Keynesian definitions which are the economic equivalent of modern gender theory- completely objectively and logically wrong!
Great but you forgot real estate (indirect and direct investments in real estate)
Well today the author was right, everything crash
You know what probably would help a lot of people ? If you could provide the script of the video ! It’s seriously a lot of very important information which I’d love to collect because I just can’t keep it all after watching the videos couple of times. Especially when there are so many videos with important informations 😀 pls think about putting it in the description or as a link or something 🙂
I’d love to see a discussion between you and Peter Schiff regarding gold ! 🙂
Wouldn't increasing inventory for business be a hedge against inflation. After all business commerce is who is capitalizing off inflation. Seems that's business and services would be a a hedge
Hi, what's your idea on having some Commodities ETF such as DBC in the portfolio? Will it give protection against inflation?
Great video. Very good research references
If central banks continue to raise rates, the market will crash though – so equity risk premium isn't there in the short-mid term-
at the same time we have massive inflation, likely a "stagflationary" environment.
It seems like there is no good way to position in this market…
Why don't central banks stop with all the MMT, money printing none sense. Fiat apologists love so much.
Wouldn't need to hedge for inflation if that artificial manipulation was removed from fiat assets.
Boooom Ben Felix maths lesson ♥️
Ben: "money supply & inflation are NOT related"…
Well diversified portfolio for the average joe, gold if you’re planning for generational wealth building for your great great grandchildren lol
Did you say that inflation is not related to money supply? Milton Friedman would disagree. Please explain what does cause inflation in your view.
Why you never considered borrowed real estate property, I think it's a good hedge against unexpected inflation times.
Wrong, this asset exists: commodity producing companies
I agree with the diversified portfolio but in my country I don’t have that option where I can chose according to my tastes.
I also invest an equal amount in P2P (peer to peer) lending where I loan money to local businesses I the promise of return with Interest plus month market funds.
Hello sir, I know you recommenced S&P 500 and small cap value funds and I know not to buy active funds like ARKK but can you do a video on your thoughts about a passive technology index ETF like Vangaurds VGT? I know past performance doesn’t always equal future performance but VGT has almost doubled VOO and I really want to buy it, thanks
Is it necessary for interest rates to be higher than inflation to bring inflation down?
so basically we're just fucked?
1:19 your answer
Ben, I hope you do one on tactical asset allocation(I'm not into it, just want your opinion on it).
I wanted to be the first one to give the video a thumbs down (3.5k likes). But I can't. Ben Felix is the voice of sanity in crazy times.
I'm not an economist or have any formal finance, banking, economics etc, however I can usually walk away with some a reasonable understanding. Today was an exception as I was non the wiser at the end!
I was looking for answer, and you have it. Thanks, Ben.
Isn't the Fed buying TIPS? Does that not change everything, and I mean everything?!
The ultimate inflation hedge is the thing that inflates the most. Duh.
Your videos and podcasts are the best financial advice that exists on the internet.
Investor.the new delusional word for degenerate gamblers and let them feel like they are responsible.
One word, OIL.
Video audio quality is too low Ben. I had to put my alexa on lv10 to barely hear it. Thanks for the video though. By the way, cheese price has been a good inflation hedge throughout the years 🙂
I like what you say but the idea that "the money supply and inflation is not related" is just flat wrong.
Do you have an example of a simple ETF portfolio you like?
Thank you so much again Ben! Amazing video!
He reminds me of Michael Schofield
What about I-bonds from the Treasury?