Two Quants and a Financial Planner Talk Inflation | Understanding the Investing Impact of Inflation
Two Quants and a Financial PlannerSeptember 11, 202300:43:06

Two Quants and a Financial Planner Talk Inflation | Understanding the Investing Impact of Inflation

The inflation experience of the last few years has been unlike anything many investors have ever seen before. And it has impacted all of our lives in many different ways. In this episode we try to put all of it in context. We discuss the causes of inflation, the challenges of measuring and predicting it, how different asset classes perform during high inflation and how we look at high inflation from both a portfolio construction and financial planning perspective.

00:00 - Intro
01:51 - Thinking back to how we looked at inflation in 2020
04:16 - What caused inflation to rise so rapidly?
06:47 - When it became clear inflation was a problem
10:14 - Inflation is personal
13:49 - Social security cost of living adjustments over time
18:10 - The challenge of measuring inflation
19:51 - The importance of inflation expectations relative to reality
21:21 - How the Federal Reserve measures inflation
22:36 - Why inflation statistics can be deceptive
28:50 - Falling inflation doesn't mean prices come back down
29:42 - How inflation impacts stocks
34:21 - How inflation affects bonds
35:11 - How inflation impacts gold and commodities
37:10 - Does inflation change the way we build investment strategies?
39:54 - How inflation impacts financial planning

ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.

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