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RL170 — Inflation Conundrum: Assessing the Economic Landscape

In this episode of the Retirement Lifestyle Show, Erik Olson, Roshan Loungani, and Adrian Nicholson talk about inflation and if the battle with a sustained high-level of inflation has been won. They cover the signs of the good things to come, what the inflation numbers mean for the economy, and whether we’re done with rate hikes. Listen now to learn more about the Inflation Conundrum: Assessing the Economic Landscape.

[00:00] Introduction

[01:19] The Inflation Battle

[03:32] The Current State of Inflation and Who’s to Blame

[07:55] What the Inflation Numbers Mean For the Economy

[11:40] Labor Market, Wage Pressure and Inflation

[14:45] Are We Done with Rate Hikes?

[16:40] Percentage Change in the Consumer Price Index

[20:30] Signs of Good Things to Come

[23:21] Why the Fed Keeps Adjusting Rates

[25:02] Parting Thoughts 

To read the Full Show Notes scroll down or click here.

  • Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
  • Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
  • Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn more about the Inflation Conundrum: Assessing the Economic Landscape.

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Inflation Conundrum: Assessing the Economic Landscape.

Full Show Notes:

The Long-Term Battle with Inflation

As investors and financial advisors, the question on everyone’s mind is, are we still in a long-term battle with a sustained high level of inflation or has the battle mostly been won? And if it has been won, what can we do to take advantage of these revised assumptions? According to Erik, the current inflation is a byproduct, not of spending, but of the supply shock coming out of the pandemic and then responding to that with various policy actions. Among them being the decision to lock things down, putting a lot of money into people’s hands and creating a situation where more dollars are chasing fewer goods and services. 

Erik further argues that we are largely out of an inflation situation. Why? Well, if you look at the several inflation measures that we consult, such as the producer price index, the consumer price index, and a personal consumption expenses index, we see that they’ve come down a lot. However, we are not quite at the precise 2% level that the federal reserve has indicated is their target, but we are in a lot better shape than most people think. 

Links and Resources:

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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