Masters in Business cover image

Kristen Bitterly Michell on Wealth Management

Masters in Business

00:00

Are Equities an Inflation Hedge?

Inflation really hasn't been a risk that we've had to think about for quite some time, right? And so i think that now, looking at this past decade where you've seen that impact, and now you're just seeing it front and centre in terms of eight and a half % as is extreme. It's almost like you can break it down as commodities, direct commodity exposure. A lot of individual investors are not going to take that on. Are there opportunities within energy commodity stocks? We actually had positions within commodity stocks. I'm for a period of time, as a hedge, as a portion of the portfolio, not as a directional bet at all. But we pulled back

Play episode from 37:55
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app