IN THIS EPISODE, YOU’LL LEARN:<ul><li>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.</li><li>05:59 - What Nancy watches to determine if inflation has peaked.</li><li>09:42 - Which indicators does Nancy pay the most attention to.</li><li>11:08 - How to use the volatility markets to hedge against inflation.</li><li>25:28 - The basics of bond convexity.</li><li>27:36 - Opportunities for when inflation and interest rates move towards parity.</li><li>And much, much more!</li></ul>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES<ul><li>Quadratic Capital <a href="https://quadraticllc.com/" rel="noopener noreferrer" target="_blank">Website</a>.</li><li>Nancy Davis <a href="https://twitter.com/nancy__davis" rel="noopener noreferrer" target="_blank">Twitter</a>.</li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank">Twitter</a>.</li></ul>NEW TO THE SHOW?<ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank">We Study Billionaires Starter Packs</a>.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a>.</li><li>Try our tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance Tool</a>.</li><li>Enjoy exclusive perks from our&nbsp;<a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank">favorite Apps and Services</a>.</li></ul>P.S The Investor’s Podcast Network is excited to launch a&nbsp;<a href="https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer" target="_blank">subreddit</a>&nbsp;devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit&nbsp;<a href="https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer" target="_blank">r/TheInvestorsPodcast</a>&nbsp;today!SPONSORS<ul><li>Explore fractionalized investments in the top of the contemporary art world with&nbsp;<a href="https://masterworks.com/billionaires" rel="noopener noreferrer" target="_blank">Masterworks</a>. 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TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis

We Study Billionaires - The Investor’s Podcast Network