Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns
Macro Hive Conversations With Bilal Hafeez
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The Threat to the Financial Industry From Low Inflation
Most people in the market just have an experienced inflation. And this belief by the market has reflected in benign breakeven inflation in the long term. The real threat to banks or much more powerful threat in the end is the creditworthiness of their borrowers. So I think if one was going to pick out areas that will be vulnerable, we haven't even started recession yet.
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