Inflation is still one of the biggest macro risks heading into 2026 — but not all “inflation hedges” actually work. In this episode, we break down the assets with real historical evidence behind them, the ones that fail when inflation spikes, and how investors can think about building a portfolio that protects purchasing power in a shifting economic environment.

🔍 What We Cover in This Episode

📈 The 2026 Inflation Landscape

• Why inflation remains sticky despite slowing global growth
• Key drivers: supply‑side constraints, energy volatility, wage pressures
• What central banks are signaling for 2026 and why real yields matter

🛡️ What Actually Hedges Inflation (Backed by Data)

• Treasury Inflation‑Protected Securities (TIPS): ...