Behind The Markets Podcast: John Davi on Inflation

Behind the Markets Podcast

English - April 16, 2022 16:57 - 52 minutes - 72.6 MB - ★★★★ - 84 ratings
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Previous Episode: Behind The Markets Podcast: Brian Wesbury & Brent Donnelly

Next Episode: Behind The Markets Podcast: Jim Rogers on Commodities

Show from 4/15/22

Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.

Guests:

John Davi - Founder, CIO at Astoria Portfolio Advisors LLC

Check out Astoria Advisors' website: https://www.astoriaadvisors.com/

Follow Astoria Advisors on Twitter: @AstoriaAdvisors

Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management

Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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