Banks make a substantial portion of their money from interest, so it might seem like an inflationary environment (which is usually accompanied by rising rates) could be a good thing for them. In this Fool Live video clip, recorded on April 12, Fool.com contributor Matt Frankel, CFP, and Industry Focus host Jason Moser discuss why banks can help hedge your portfolio against inflation -- but only to a point. The caveat I would put in there is if inflation rises too fast, it has a big adverse effect on consumer demand a lot of the time.