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To Survive Disasters, You Need Smiles (guest: Steve Hou)

The Market Huddle

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Why You Don't Want to Go All in on Energy Stocks or Commodities

The US enhanced tips index was so poor there. That's the next worst. So, that one actually is one of Bloomberg's,. you know, tips index that we sort of added an additional layer of the pure inflation expectations component. And that will behave as you would expect, right? You will perform better in inflationary environment. But the flip side is that it crashes more, right? Because that pure inflation expectation component, right, that you implement using derivatives, it's going to behave not so differently economically from a commodities, you know?"

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