What if some of the things you've always been told about inflation aren't actually true?

In this episode of Unfiltered Finance, Ron Geffner sits down with inflation expert Michael Ashton of Enduring Investments to break down what inflation really is, why consumers experience it differently from the official numbers, and what happens to traditional investment strategies when inflation rises.

Michael shares how he went from economics and quantitative finance to Wall Street — eventually helping create the U.S. inflation derivatives market and trading some of the country's first inflation swaps. michael ashton recut

They dig into why stocks and bonds can begin moving together during higher-inflation environments, the role commodities can play in a portfolio, why raising interest rates doesn't necessarily have the effect on inflation that many people assume, and why inflation in one country is often connected to what's happening throughout the global economy. michael ashton recut

Michael also explains what worries him about the possibility of persistently higher and more volatile inflation — and offers a surprising take on AI, productivity and jobs.

Whether you're an investor or simply wondering why everything feels more expensive, this conversation offers a completely different way to think about inflation.

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