Modeling Shortfall Risk versus Inflation – What a Good Hedge Looks Like When people ask me about hedging inflation, they aren’t always asking what they think they’re asking. There are two approaches to addressing inflation in your portfolio so that the portfolio grows in real terms. One of the approaches is to try to simply outrun inflation: “If inflation averages 3%, and I have an investment that […] https://inflationguy.blog/2025..../12/03/modeling-shor
