5min chapter

Insight is Capital™ Podcast cover image

John De Goey – Complacency, Optimism Bias & Investment Risk

Insight is Capital™ Podcast

CHAPTER

The Fed's Disinflation

For the last 40 years, inflation for developed markets has not been an issue. The Fed is going to overshoot it or undershoot over time and trying to find your balance again from a Fed's perspective after 40 years of having no expertise in doing it is going to take them time. As a Latin American, I can tell you that the moment you inject inflation in there, you're no longer in balancing yourself on a barrel. You're balancing yourself on the top of a bowl. That creates portfolio gyrations that are unexpected, that are more complicated than you've ever had to deal with. And what you need to do in your portfolio today, in spite of what we think

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