6min chapter

Wealthion - Be Financially Resilient cover image

'Stocks To Suffer' As Cost Of Capital Rises But Earnings Fall | Tavi Costa

Wealthion - Be Financially Resilient

CHAPTER

The Commodities to Equity Ratio

Unskilled jobs are the ones that are really inflating the jobs market when you look at job openings and so forth. So a lot of things really boiled down to this commodities to equity ratio, which as I said in other interviews is something I think a lot about. How do we buy emerging markets? Is it rolling commodity-led economies? Our brick's going to be different. China's not an emerging market I want to own. It's a commodity importer. India is not a commodity-led economy either. Brazil, geopolitical, neutrally, speaking is very neutral. There's not a lot of issues.

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