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Dario Perkins: Watch Out for Another 20% Drop in Equities
The Macro Trading Floor
Long Term Investments - How to Acid Locate Into the 'Twenties'
Inflation is going to become much more volatile than we've been used to. Central banks won't always be following that inflation with interest rates. I think real returns in bonds are going to be herendus over the next decade. Equities, i think that we've had a covid bubble that was similar to tulip mania. But i think there's a secular story there as well. This is going to continue. And it's about sore equities. We have already had a massive rating inta and all of those long duration acets. Ouknow that space a le the coveis bubble t as gone. It's time now to focus on the six months rig
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