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Insights: Section 4 – Effects of High Inflation
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Section 4 – Effects of High Inflation

Arnold Van Den Berg, CEO & Co-Chief Investment Officer, gives a presentation at the annual conference of the Texas Association of Public Retirement Systems (TEXPERS). The conference was held on March 5, 2013, at the Sheraton Hotel in Austin, Texas.

Edited Transcript

Play All – Investing in a High Debt Environment (27:12)

Section   1 – Only 3 Things to Concentrate On (1:31)

Section   2 – Positives for the U.S. Economy (5:10)

Section   3 – Is the U.S. Stock Market Fully Valued? (2:10)

Section   5 – The Potential for Inflation (3:28)

Section   6 – U.S. Inflation (1:37)

Section   7 – Commodity and Wage Inflation (4:01)

Section   8 – Can Interest Rates Rise Without Inflation? (3:15)

Section   9 – Household Debt (1:21)

Section 10 – Total U.S. Debt to GDP (0:55)

Section 11 – Conclusion (1:55)

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