How today's inflationary environment is similar and different from the great inflation of the 1970s. What are the best assets to protect your portfolio if the next great inflation is here. Topics covered include: How is inflation measured and why the pandemic made calculating inflation difficultWhat causes inflationWhy is inflation increasing currentlyWhat caused the great inflation of the 1970sWhich assets are best to own to protect against inflation Become a Subscriber and listen to the episode ad-free on Spotify or your preferred podcasting app. Only $4.99 per month plus tax. Subscribe here. Thanks to Blinkist and IPVanish for sponsoring the episode. For more information on this episode click here. Show Notes A Complete Guide to Understanding and Protecting Against Inflation—Money For The Rest of Us Great Inflation 2.0? Lessons from the 1970s by Simon Macadam—Capital Economics When it comes to inflation, how much fortitude does the Fed have? by Sebastion Mallaby—Financial Times If Inflation Is Coming, Here Is What to Do About It by James Mackintosh—The Wall Street Journal A Complete Guide to Investing in TIPS and I Bonds—Money For The Rest of Us 334 Plus: A New Inflation ETF, Inverse ETFs, and Excess CAPE Yields—Money For The Rest of Us IVOL ETF Analysis and Review—Money For The Rest of Us What is Roll Yield and How It Impacts Commodity and VIX ETF Returns—Money For The Rest of Us DIVIDENDS: THEORY AND EMPIRICAL EVIDENCE—Aaron Brask Capital, LLC. Related Content A Complete Guide to Understanding and Protecting Against Inflation A Complete Guide to Investing in TIPS and I Bonds IVOL ETF Analysis and Review What is Roll Yield and How It Impacts Commodity and VIX ETF Returns 336: Own What Is Real 337: Why in the World Would You Own Bonds? 338: The National Debt, Inflation, and the U.S. Dollar—What Could Go Wrong? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How businesses, households, governments, asset managers, and investors interact in unpredictable ways to address the risks and opportunities related to climate change and other global trends. Why ESG investing goes beyond just buying an ESG fund or ETF. Topics covered include: What are incentives, constraints, opportunities, and risks faced by businesses, households, governments, asset managers, and investors when deciding what to do.What is ESG and sustainable investingWhat are the different levels of sustainable investing practiced by investors and asset managersHow investors can benefit from emerging technologies to combat climate change Thanks to Mint Mobile and Clear for sponsoring the episode. Use code David for two months free of Clear. For more information on this episode click here. Show Notes The Beauty of Everyday Things by Soetsu Yanagi (affiliate link) Darmstadt Definition of Sustainable Investments by Johannes Hoffmann, Gerhard Scherhorn, Timo Busch (eds.)—Wuppertal Institute FACT SHEET: President Biden Sets 2030 Greenhouse Gas Pollution Reduction Target Aimed at Creating Good-Paying Union Jobs and Securing U.S. Leadership on Clean Energy Technologies, APRIL 22, 2021—The White House CDP Climate Charity Drawdown Framework—Project Drawdown ‘I Will Get Very Serious About ESG — But Not Yet,’ Allocators Claim by Amy Whyte—Institutional Investor How Sensitive are Optimal Fully Renewable Power Systems to Technology Cost Uncertainty? by Behrang Shirizadeh, Quentin Perrier, and Philippe Quirion Techno-optimism, behaviour change and planetary boundaries by Adair Turner—Keele World Affairs Lectures on Sustainability Activate Your Money: Invest to Grow Your Wealth and Build a Better World 1st Edition by Janine Firpo (affiliate link) Making Sense Podcast 244 - Food, Climate, and Pandemic Risk—Sam Harris Why Invest in Disruptive Innovation?—Ark Invest Related Episodes 77: Does Ethical Investing Outperform the Market? 118: Are Renewable Energy ETFs a Good Investment? 140: How Climate Change Could Impact Your Investments and Your Life 251: Impact Investing and Intentionality See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.