Goldman's Lakdawala-Flynn Says U.S. Inflation Is Peaking

The video discusses the current state of inflation in the US, predicting a decrease to below 4% by year-end due to moderating supply chains, rate increases, and reduced fiscal stimulus. It suggests asset classes like equities, alternative assets, and real estate as protective measures against inflation. The focus is on sectors with pricing power and profitability, such as healthcare, energy, and profitable disruptive tech. Recommendations include private credit opportunities with floating rate exposure and real estate investments for rent resets.

What is the expected inflation rate in the US by the end of the year?

• Less than 2%

• Around 3.9%

• More than 5%

• Exactly 4.5%

Which asset class is recommended for protection against high inflation?

• Cryptocurrency

• Equities

• Commodities

• Bonds

In which sectors should investors focus for strong profitability during inflation?

• Automotive and Aerospace

• Healthcare, Energy, and Disruptive Tech

• Hospitality and Tourism

• Retail and Manufacturing

What type of credit opportunities are recommended during rising interest rates?

• Fixed rate bonds

• Government bonds

• Corporate bonds

• Private credit with floating rate exposure

How does real estate benefit as an alternative investment during inflation?

• Via rent resets

• Through fixed mortgage rates

• By increasing property taxes

• By reducing maintenance costs