MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown
Macro Voices
00:00
The Importance of Inflation in Asset Allocation
Inflation for a portfolio manager was not important at all in the Western world. Now I think that inflation is really becoming much, much more important for your asset allocation. But if we have a look at this tag of war between inflation and deflation, I think there is not too many deflationary drivers left anymore.
Play episode from 20:01
Transcript
