#364 – Nancy Davis, Quadratic Capital Management - Some Women Like To Buy Shoes And I Love To Buy Options

<p>In episode 362, we welcome our guest, <a href= "https://quadraticllc.com/about-us/">Nancy Davis</a>, founder of Quadratic Capital Management and Portfolio Management for the Inflation Hedge ETF.</p> <p> </p> <p>In today’s episode, we’re talking all things inflation and options with a self-proclaimed convexity snipper! We start by hearing how a conversation with Cathie Wood opened Nancy’s eyes to the benefits of the ETF structure. Then we discuss Nancy’s IVOL product, which has over $3.5 billion in assets in less than three years, and how it may serve as a valuable portfolio diversifier.  We hear what she thinks about the recent Fed commentary, what the yield curve is pricing in today, and what her thoughts are around inflation as we wind down 2021.</p> <p> </p> <p>Please enjoy this episode with Quadratic Capital Management’s Nancy Davis.     </p> <p> </p> <p>-----</p> <p> </p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber">Twitter</a>, <a href= "https://www.linkedin.com/in/mebanefaber/" target="_blank" rel= "noopener">LinkedIn</a> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w">YouTube</a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2021/11/01/e364-nancy-davis/">here</a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb" target="_blank" rel="noopener">mailing list</a> or visit us at <a href= "http://www.cambriainvestments.com/">cambriainvestments.com</a></p> <p> </p> <p>-----</p> <p> </p> <p>Today’s episode is sponsored by <a href= "http://public.com/faber"><strong>Public.com</strong></a>. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Public puts investors first, and don’t sell your trades to market makers or take money from