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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