Podcast Transcript: Nancy Davis on How to Position for True Inflation Risk
- By Bilal Hafeez
This is an edited transcript of our podcast episode with Nancy Davis, recorded on 23 November 2021 and first published on 26 November 2021. Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). In this podcast we discuss why ETFs are attractive wrappers for active strategies, the pros and cons of investing in TIPs, risks for 2022 including stagflation, and much more. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
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