#inflation #cpi #macro
00:00 - Intro
02:45 - Inflation's return to the investing radar
05:54 - Inflation is personal
09:05 - The composition of the CPI basket
12:55 - The inflation rate of the individual CPI components
16:29 - The different ways to calculate the rate of inflation
20:30 - How shelter inflation and owner's equivalent rent are calculated
26:43 - CPI inflation vs. home prices over time
31:26 - The differences between CPI and PCE
34:15 - Housing drives the long-term difference between CPI and PCE
34:37 - The Cleveland Fed Nowcast, Truflation and real time inflation measures
40:13 - Should inflation impact a long-term investment strategy?
48:14 - Thinking about inflation directionally rather than exactly
52:10 - The relationship between inflation and the performance of value stocks
55:25 - How inflation impacts the financial planning process
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