120. Escape inflation and make money doing it - TIPS in Q2 2024 - smart move or not?

I will discuss my learnings on the potential for using TIPS as a vehicle to escape inflation.
After all, who does not want to earn a steady coupon while also escaping inflation and preserving buying power? We will look at two opposing views. One from a hedge fund owner who says we should run from bond funds. And another from an investment advisor who sells research.
I will share my understanding of TIPS and what would and would not work. I will share my thesis of how it all comes together and my next steps.
And hey - I declared TeeKay Tankers as the winner of the value Superbowl last week...let us see how that worked out. Hint - very well.
#fixedincome #stockmarket #teekay #oilandgas #inflation
Key Chapters
00:54 Agenda and market temp
02:04 Teekay Tankers
03:35 Arguments for and against TIPS
10:00 Inflation and the economic cycle
13:13 Next steps
14:20 Forks ahead for inflation
Research notes and References:
TeeKay Tankers Quarterly Report - www.teekay.com/wp-content/upl...
Morningstar article on Bond funds - www.morningstar.com/bonds/bil...
Bill Goss wants investors - www.morningstar.com/bonds/bil...
TIPS are on sale - www.morningstar.com/bonds/tip...
Money supply and CPI chart - advisor.visualcapitalist.com/...
Year over year CPI and M2 - en.wikipedia.org/wiki/Consume...

[@victorhinvesting]

Good video, there are not enough videos on fixed income. I have a channel as well and I would be interested in having a livestream with you. I would interview you to get your comments on your investment strategy and process. Let me know if you would like to do that are a convenient time.

[@yieldnerd]

Hi Victor
My email is [e-mail]
Kindly send me a note and I would like to learn more about you and will share more via a zoom call and we can go from there. Thanks again for reaching out