The Great Demographic Reversal

This is the third conversation with Diego Parrilla I have published as a podcast but the fourth time I have actually recorded a discussion of ours. The first time Diego was kind of enough to share many of the facets of his investment process, I found only afterwards that, due to a technology issue, the audio recording was sadly unusable. So I was very glad to prevent the possibility of another such mishap by having this conversation in person. Though it was the holy week of Semana Santa in Spain and Madrid was relatively quiet as a result, I found Diego and his team toiling away in their top floor offices at Quadriga Funds. Considering Diego's views have been so prescient of late and his framework for approaching markets so relevant to the current environment, I was especially glad to have the chance to talk with him again. For notes and links related to this episode visit TheFelderReport.com.