Inflation Is the Solution
Real Vision: Finance & Investing
00:00
Is There a Goldilocks Szenario?
At some point, you will need long-term interest rates to catch up with the reality that inflation is more likely to be 4%, 5% than one or two was being priced right now. Unfortunately, for the US stock market, it's the very high duration index. So we'll go back to the trade of 2022, where your super-securities, hypergrowth, big tech stocks are getting in the most. The short duration of base, the value, the energy, maybe some healthcare as well, the banks benefit from that environment of rapid high inflation and rapid growth.
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