3min chapter

Capital Club cover image

Ensuring Quality in Your Investment Strategy with Chris Cerrone

Capital Club

CHAPTER

Is There a Goldilocks Period of Inflation?

Since 1900, we said inflation has been 3% to 4%. Over that same period of time, equity markets have returned on average about 10%. And so if you just think about what proportion of market participants have been investing since 2010 or later, it's been a pretty Goldilocks period of time and inflation has not been top of mind at all. So now it is. We like to stay away from making any sort of macroeconomic forecast because as you know, we like to think about things really from the bottom up.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode