Charlie Turner

speaker

4,985 appearances 165 recordings 1 series first heard Jul 2017 last heard Aug 2021

Charlie Turner’s voice in public audio — every appearance, attributed to the second.

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It's been low for years, and the Federal Reserve isn't planning any interest rate hikes for the foreseeable future. voice-verified

But you write that some smart investors remain wary. voice-verified

Why is that? voice-verified

Okay, so let's talk about what kind of impact inflation can have on a typical investment portfolio. voice-verified

Let's start with bonds. voice-verified

What could investors expect there if inflation starts to go up? voice-verified

I assume we're talking about domestic bonds. voice-verified

Okay. voice-verified

What about stocks? voice-verified

They're a big part of most portfolios. voice-verified

But wouldn't higher prices be a welcome development for some public companies since it increases their revenue? voice-verified

What about certain companies, say, that dominate their markets, like Walmart? voice-verified

Wouldn't a company like Walmart benefit even if it's an inflationary environment? voice-verified

OK, let's run through some other sectors, Spencer. voice-verified

Technology and health care stocks, they've done well recently. voice-verified

What if inflation heated up there? voice-verified

Those might not do that well. voice-verified

How about some other sectors such as real estate or financials? voice-verified

Wall Street Journal Heard on the Street editor Spencer Jacob. voice-verified

Thanks a lot, Spencer. voice-verified

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