Understanding OPEC's Surprise Move
Real Vision: Finance & Investing
00:00
The Disinflationary Period
I think in equities, it's going to come down to a stock selection. You buy good companies with strong tailwinds and you get out of the beach. And more so than ever before, you just ignore the volatility and you use the volatility to your advantage when you have these crazy moments where things drop. The Fed has to bring rates down, back right back down. They probably have to do QE because they can't have interest rates be high based on the amount of debt. But if you do have deflation, for any short period of time, it's met with stymies.
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