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Does anyone have any financial advice on how to handle extended periods of inflation? What about if it turns into stagflation?

• adam_arthur 4y ago
  The tricky thing is that the right action really depends on whether the Fed is serious about tackling inflation. Buying assets is a terrible hedge, if those assets are valued for 0% rate env, and we're entering a 5%+ rate env. Housing and 100x sales tech stocks are a great example My view is that the Fed is serious, and we'll run up to ~4% 10y and suffer a recession that kills off inflation. Hold cash until the discount rate peaks, then buy bonds. Wait for recession fears to peak, then buy equities. 4% 10y is a safe buy level imo, but entirely possible that we go even higher, or suffer recession/disinflation before then. Energy inflation is likely here to stay though