Behind The Markets Podcast: John Davi on Inflation

Show from 4/15/22Wharton 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 LLCCheck out Astoria Advisors' website: https://www.astoriaadvisors.com/ Follow Astoria Advisors on Twitter: @AstoriaAdvisors Jeff Weniger – Head of Equity Strategy at WisdomTree Asset ManagementFollow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz Hosted on Acast. See acast.com/privacy for more information.