Behind The Markets Podcast: John Davi on Inflation
Inflation Strategy, the Energy Sector, Commodities, Cryptocurrency, & More
Behind the Markets Podcast · Behind the Markets on Wharton Business Radio
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Show Notes
Show from 4/15/22
Wharton 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 LLC
Check out Astoria Advisors' website: https://www.astoriaadvisors.com/
Follow Astoria Advisors on Twitter: @AstoriaAdvisors
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management
Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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