Podcasts

A New Framework to Weather the Inflationary Storm

Produced with the assistance of Real Vision Finance, Phil outlines the risk of inflation, why it’s coming and how investors can protect themselves while still earning income and growing their assets.

The Market Huddle Podcast – Feature Interview with Phil Schmitt - June 19, 2021

Fast forward to:

  • 00:01:20
  • Feature Interview Introduction
  • 00:14:30
  • Learning From One’s Mistakes – LTCM
  • 00:24:47
  • Inflation Framework
  • 00:54:07
  • Active Management vs. Passive Management
  • 01:02:37
  • ESG
  • 01:08:56
  • Corporate Bonds
  • 01:15:00
  • Questions
  • 01:20:45
  • Creating a New Inflation Focused Investment Firm