Nancy Davis wants to make sure investors are accurately assessing the risk of higher-for-longer inflation. The founder of Quadratic Capital Management points out that with markets currently pricing in disinflation, more volatility and dislocation between stocks and bonds could be coming down the road. In this interview with Maggie Lake, the pair discuss the importance of diversification in this type of environment, why inflation-linked assets may be a good option, and the big red flags investors may be missing right now. Stick around after the interview as Maggie and Mike Coolbaugh break down the discussion to help investors understand what risks may be lurking in their portfolios. Recorded on February 14, 2023.