
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
Macro Voices
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What's Not Discounted? And Where Are the Trade Opportunities?
Victor: Investors discount what is known and trade nd what is not known. Performance of various classes will continue to be in a pendulum, he says. People are rotating into value encyclicality away from technology, Victor adds.
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