Author: The INO.com Team

How to Hedge Against Inflation

Posted on by The INO.com Team

Are we headed into a period of stagflation? How will the Fed raise rates and taper this inflationary pressure? These are big questions with complex answers.

Kevin Simpson, founder and CIO of Capital Wealth Planning, and Gary Kaminsky, former Vice Chairman at Morgan Stanley, sit down with Melissa Frances to discuss the Fed, interest rates, and inflation.

How to Hedge Against Inflation on Magnifi by TIFIN

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Melissa Francis
Welcome back to Magnifi by TIFIN. Today, we are talking about oil, China, inflation, the Fed, and the best strategy is to incorporate all of that into a portfolio to grow and preserve your wealth. Joining me now is Kevin Simpson, founder and CIO of Capital Wealth Planning and Gary Kaminsky, former Vice Chairman at Morgan Stanley, former Capital Markets Editor at CNBC. Gary is also an investor and a board member at TIFIN. Welcome to both of you. Let me start with you, Kevin. I don't know if you just heard Jeffrey Gundlach, he had a lot to say. Some of it was a little frightening. He was talking about the idea that we are heading into an era of stagflation. And he's not alone in that, but he does think that the Fed will continue to be very aggressive as that goes on. And even as we head into a recession, he thinks that they'll continue to raise rates and stay disciplined. Do you agree with that? Continue reading "How to Hedge Against Inflation" →

Macro Economic Drivers with Bryn Talkington and Peter Boockvar

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We are living in exciting times with crazy volatility. What strategies can you use to protect your portfolio and leverage these swings?

Melissa Francis sits down with Bryn Talkington, Managing Partner of Requisite Capital Management, and Peter Boockvar, CIO of Bleakley Advisory Group, to look at the market and discuss various strategies.

Talkington, Boockvar on Magnifi by TIFIN

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Melissa Francis
Welcome back to Magnifi by TIFIN. Today, we're talking about what drives the economy in these volatile times and what are the best strategies to incorporate into your portfolio right now. Joining us is Peter Boockvar, CIO of Bleakley Advisory Group, and Bryn Talkington, managing partner at Requisite Capital Management.

Welcome to both of you. Boy, we just had a barn burner of an interview with Kyle Bass there. I'm looking through some of my favorite points here. I guess, Peter, maybe I want to start with you because I know that you have been way ahead of the game on gold. That has been a huge play for you as you pilot into your portfolio. Right now, we're seeing multi decade highs. Kyle said that he thinks that the dollar will continue to be the reserve currency of the world, forever, our lifetime. What do you think about that? Continue reading "Macro Economic Drivers with Bryn Talkington and Peter Boockvar" →

The War In Ukraine Will Raise Global Inflation

Posted on by The INO.com Team

Why would the war in Ukraine greatly raise the global inflation rate?

This question is extremely applicable to the current conflict because it will exponentially magnify the record high level of inflation, which began years ago as the Federal Reserve and central banks embarked on one of the most accommodative monetary policies ever. Continue reading "The War In Ukraine Will Raise Global Inflation" →

Do Two Weeks Make A Trend?

Posted on by The INO.com Team

For the second straight week, the S&P 500 rose Friday to close out a winning week, its second straight, even as investors weighed interest rate hikes, the conflict in Ukraine, and rising oil prices. But do two positive weeks make a new trend to the upside, or is the market getting close to resistance levels?

The DOW rose 153.3 points or +0.44% to close at 34,861.24. The S&P 500 added +0.51% to close at 4,543.06, and the NASDAQ dipped -0.16% to end the week at 14,169.30.

On a weekly level, all three major indexes notched second consecutive winning weeks. The DOW ticked up +0.31%. The S&P 500 gained +1.79%, and the NASDAQ rallied +1.92% to close out the week. Continue reading "Do Two Weeks Make A Trend?" →

Energy, Stagflation, and the Fed with Kyle Bass

Posted on by The INO.com Team

Kyle Bass, Founder and CIO, Hayman Capital Management, joins Melissa Francis, former CNBC, MSNBC, Fox Business, and FOX News anchor, to discuss oil, alternative energy and strategies to navigate a stagflation.

Kyle Bass on Magnifi by TIFIN

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Melissa Francis
Welcome everyone. Today, we are here to talk about Magnifi by TIFIN, a marketplace where you can harness real-time proprietary data to help individual investors and financial advisors fund, compare, and buy investment products like stocks, ETFs, and mutual funds, and model portfolios, to grow and preserve your wealth. I'm Melissa Francis, I know a little bit about this subject matter. I'm a former CNBC, MSNBC, Fox Business, and Fox News anchor. There is probably no more important conversation during these volatile times right now than what drives the economy? Joining us today is hedge fund manager and founder of Hayman Capital Management, Kyle Bass.

Kyle, thank you so much for being here. These are really turbulent times, today alone we have just watched the market seesaw. Everybody was ready to, they were sick to their stomach through the whole weekend, waiting for today, but I'm glad to have you on today, because you've made some really key calls in the past during times like this. You made a great call in subprime, China. You've made a lot of great calls in energy. Overnight, as you know, oil hit a 14 year high. This morning, though, oil was trading off as Germany came out and said they are not prepared yet to halt Russian imports. Oil just got slapped on that, but who knows what's going to happen next? What's your take on all of it? Continue reading "Energy, Stagflation, and the Fed with Kyle Bass" →