39 min listen
The Great Rotation: Capital To Dump High-Flying Stocks For Hard Assets | Crescat Capital (PT1)
The Great Rotation: Capital To Dump High-Flying Stocks For Hard Assets | Crescat Capital (PT1)
ratings:
Length:
40 minutes
Released:
Nov 19, 2021
Format:
Podcast episode
Description
Inflation is becoming a real problem. The latest data shows the CPI, consumer price inflation rate, at 6.2%. That's higher than anything we've seen in decades and it is looking less and less "transitory" like our leaders initially promised us it would be.
So we now have inflation spiking at the same time that financial asset prices and the stock market are at all-time-highs.
What will happen next?
In this video, we hear from Kevin Smith and Tavi Costa, the Chief Investment Officer and the Portfolio Manager of Crescat Capital, a global macro asset management firm highly respected for the market analysis and excellent data chart it publishes regularly. See the YouTube Video for the charts and graphics: https://youtu.be/tlhjg1bJ01Y
So we now have inflation spiking at the same time that financial asset prices and the stock market are at all-time-highs.
What will happen next?
In this video, we hear from Kevin Smith and Tavi Costa, the Chief Investment Officer and the Portfolio Manager of Crescat Capital, a global macro asset management firm highly respected for the market analysis and excellent data chart it publishes regularly. See the YouTube Video for the charts and graphics: https://youtu.be/tlhjg1bJ01Y
Released:
Nov 19, 2021
Format:
Podcast episode
Titles in the series (100)
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