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

Follow me

https://www.twitter.com/anotherjeffchan

Follow The Median Podcast

https://www.twitter.com/themedianpod

https://www.instagram.com/the_median_podcast/

https://www.facebook.com/The-Median-Podcast-110447448247432

https://www.linkedin.com/company/the-median-podcast/

Watch The Median Podcast

https://www.youtube.com/watch?v=WmXAjpJOKgY

Listen to The Median Podcast

https://podcasts.apple.com/us/podcast/the-median-podcast/id1609340408

https://open.spotify.com/show/7zA5GltN9UktcrVlqSeoLa

https://shows.acast.com/the-median-podcast

Support The Median Podcast 

http://supporter.acast.com/the-median-podcast

Hosted on Acast. See acast.com/privacy for more information.