ReSolve Riffs with Mark Rzepczynski on Trend, Alternative Diversifiers, and Manager Selection
Resolve Riffs Investment Podcast
00:00
I Love Inflation and It's a Good Thing
Inflation is a godsend because then you say that now we got a whole bunch of markets going up at the same time. The other reason why I just love inflation is because you know inflation causes price distortions and price distortions causes people to believe the markets are more uncertain. So if there's more uncertainty that puts sort of grit in the engine of decision making. And so for the first time many years it's not US dollar and everything else but it's many cross trades of those currency pairs which also affects their fixed income markets and so on. That's where the dispersion comes in. Inflation tends to break things and create that disparity that definitely helps active managers.
Play episode from 35:34
Transcript
