IN THIS EPISODE, YOU’LL LEARN:

01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking off at the time of this recording.

05:59 - What Nancy watches to determine if inflation has peaked.

09:42 - Which indicators does Nancy pay the most attention to.

11:08 - How to use the volatility markets to hedge against inflation.

25:28 - The basics of bond convexity.

27:36 - Opportunities for when inflation and interest rates move towards parity.

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Trey's guest today is Nancy Davis. Nancy is the founder of Quadratic Capital Management and manages the portfolio of both the Inflation Hedge ETF (Ticker: IVOL) and the Quadratic Deflation ETF (Ticker: BNDD). They discussed the basics of bond convexity, Nancy’s predictions on the forward guidance from the most recent FED Meeting, and much more!

TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis