'Higher For Longer' Inflation To Upend Markets, Create Opportunities | Tavi Costa
Thoughtful Money with Adam Taggart
Navigating Inflation and Market Opportunities
Delving into the complexities of global inflation, this chapter discusses the impacts on emerging markets, natural resources, and labor costs, forecasting a re-acceleration of inflation and highlighting investment opportunities. The speaker draws parallels to historical high inflation periods, emphasizing the potential benefits of investing in hard assets over frothy financial assets. They explore the outlook on higher for longer inflation, suggesting opportunities in the natural resource space and cautioning about illogical market valuations.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
