Episode notes
IN THIS EPISODE YOU’LL LEARN:
- 01:24 - What are the primary drivers of inflation in 2022.
- 08:34 - How different asset classes perform during inflationary time periods.
- 21:45 - Why gold and cash flowing real estate can give good inflation protection.
- 25:36 - Why TIPS can help investors hedge against inflation.
- 36:39 - Warren Buffett’s advice on hedging inflation.
- 39:57 - Clay’s intrinsic value analysis of Adobe and Microsoft.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Tune into the recent We Study Billionaires' episode covering Ray Dalio's thesis on the long-term debt cycle.
- Learn about the Lessons from Billionaire Howard Marks.
- Lyn Alden’s article: Investing During Stagflation and Four Simple Reasons to Buy Gold.
- Related Episode: Stig’s recent interview with Lyn Alden.
- Thomas Chua’s blog: Steady Compounding.
- Ray Dalio’s books: Big Debt Crises & The Changing World Order.
- Check out William Green’s conversation with Ray Dalio here.
- Check out Preston and Stig’s overview of Big Debt Crisis here.
- Follow Clay on Twitter.
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