The median represents the conversations that are at the midpoint. They are the middle/everyday thoughts that ruminate in our minds but really don’t have a platform to be shared because in today’s world, it’s the outliers or the far ends of a spectrum, that get the attention. It’s these everyday thoughts, however, that define who we really are.
The Median Podcast is a stage where you can share your story.
Hosted on Acast. See acast.com/privacy for more information.
The median represents the conversations that are at the midpoint. They are the middle/everyday thoughts that ruminate in our minds but really don’t have a platform to be shared because in today’s world, it’s the outliers or the far ends of a spectrum, that get the attention. It’s these everyday thoughts, however, that define who we really are.
The Median Podcast is a stage where you can share your story.
Hosted on Acast. See acast.com/privacy for more information.
Introduction
Daniel is the Chief Investment Officer of Financial Decisions, a boutique wealth advisory firm, and holder of an Australian Financial Services Licence (AFSL), that services family offices. In this week’s episode, we talk about how one should approach investing in an inflationary environment to determining what is the best investment one can make.
Timestamps
00:02:15 Understanding the current situation, is there an easy fix, the need to raise interest rates to quell inflation
00:05:00 Was there to alternate way to reinvigorate demand given COVID, the role of central banks and whether the Fed made a mistake with their interpretation of inflation, natural rate of interest
00:09:50 Investing in a inflationary environment, the balance between raising prices as a business without impacting demand, the role of substitution in consumer behaviour, bottoms-up investing
00:19:25 De-globalisation and its supply chain effects, just in time versus just in case
00:26:40 Does history repeat itself, uniqueness of today’s economic environment
00:31:58 Long-term compounders, the case for Microsoft, cloud-computing business, Activision Blizzard
00:43:08 When is the right time to get back into growth stocks, protecting capital and focusing on good companies
00:49:20 Show me the incentive I’ll show you the outcome, applying it to his children
00:52:06 60/40 portfolio split, role of large pension/super funds, allocation to private equity and alternatives, cryptocurrencies
00:57:30 Growing capital in a sustainable way on a personal level, fear of loss aversion, the greatest investment you can make
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