Part 5: Equity markets and high/volatile inflation

ADVANCED INFLATION MANAGEMENT TRAINING: TURN INFLATION RISKS INTO INFLATION OPPORTUNITIES

Section 1: Executive Summary: The World of Tomorrow: Extreme Risks, Exceptional Opportunities

The World of Tomorrow: Extreme Risks, Exceptional Opportunities (68:07)

Section 2: Understanding the Macro-Picture: Our debt based economic growth paradigm is broken - A dangerous economic rollercoaster ride will follow and continue for some time ... until we will have found a new and robust economic growth paradigm

The Macro-Picture (59:15)

Section 3: A Perfect Inflation Storm is in the Making

Part 1: Four Inflationary Forces coincide for the first time in world history: A Perfect Inflation Storm is in the making (23:31)
Part 2: Twelve crisis catalysts which must be on your risk radar screen (25:25)

Section 4: The 1970s Inflation Crisis: Invaluable Insights for the World of Tomorrow

The 1970s Case Study: Priceless insights for The World of Tomorrow (57:34)

Section 5: Inflation and Mega Risk Chains: Why high inflation will lead to new Mega Risk events in the future

Part 1: Mega Risk Chains and Inflation: An Underestimated Danger (20:41)
Part 2: The German Hyperinflation of the 1920s - Stumbling from crisis to crisis (22:35)

Section 6: Managing companies during times of high inflation: Ten inflation management activities and tools

Part 1: Your Navigation Tool: The Four Phases Inflation Management Model (23:44)
Part 2: Training needs, inflation mechanics and dynamics, inflation vulnerability analysis, stress-testing corporate strategy, understanding maximum point of inflation pain and gain (23:45)
Part 3: Criteria to identify inflation winners and losers (10:25)
Part 4: The Double Victory Beat Inflation Program, company specific inflation metrics, Merger & Acquisitions Strategies, use of external experts (18:20)

Section 7: How Companies can beat Inflation: The Double Victory Beat Inflation Program

The Double Victory Beat Inflation Program for Companies and Organizations (31:24)

Section 8: High Inflation and Financial Institutions: A disaster waiting to happen

High Inflation and Financial Institutions: A disaster waiting to happen (44:13)

Section 9: Inflation and Investments

Part 1 Introduction: No inflation flu-shot available - A dynamic strategy is needed (12:05)
Part 2: The Global Perspective: Asia may win, the Developed World will lose (7:21)
Part 3: Inflation and Investments; How inflation mechanics and dynamics impact investments (10:39)
Part 4: How the Four Phases Inflation Management Model can help investors develop dynamic strategies (27:47)
Part 5: Equity markets and high/volatile inflation (33:35)
Part 6: Other asset classes: cash, bonds, foreign exchange, bitcoin, gold, real estate (35:43)

Section 10: Warren Buffett case study: How to turn an inflation crisis into an exceptional opportunity

Warren Buffett Case Study of the 1970s: Priceless lessons learned (79:11)

Section 11: Inflation and Countries: Pain for all ... Inflation Hell for some - How to assess the inflation vulnerability of your country and what to do about it

Part 1: Global Analysis: Winners, Losers, and a new World Order (10:42)
Part 2: How does inflation affect a country? (25:22)
Part 3: Determine the inflation vulnerability of a country: 27 inflation vulnerability criteria for assessing the health of a country (20:20)
Part 4: Case Study: Germany: From 1970s inflation winner to 2020s inflation loser? (20:45)

Section 12: If I was an Advisor to the President: How Politicians Should Fight Inflation

My Beat Inflation Program ... if I was an advisor to the President (20:49)

SUPPORTING MATERIALS

THE WORLD OF TOMORROW - CONFIDENTIAL AND UNPUBLISHED 400+ PAGE SLIDE BOOK FOR SECTIONS 1-12

Teach online with

Part 5: Equity markets and high/volatile inflation

Lesson content locked

If you're already enrolled, you'll need to login.

Enroll in Course to Unlock