Behind The Markets Podcast: Trevor Greetham
Behind the Markets Podcast
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Is There a Great Lockdown?
We're coming into the big Fed meeting next week. They're worried about inflation. I've heard you have some views on the current inflation dynamics and the challenges for the Fed and global central banks. What do you think is, is happening inflation? How's that going to evolve? How’s that going to pressure central bank policy? Yeah. So what we're saying is we're prone to more inflation shocks that probably mean shorter business cycles. And it means wanting to have some kind of inflation hedge in your portfolio so you don't suffer the problem of 2022 where you lost money on your stocks and on your bonds at the same time.
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