
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
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