The Specter of Stagflation Still Looms: Ayesha Tariq
The Contrarian Investor Podcast
Navigating Investment Strategies Amidst Stagflation
Insights on reflation trades like energy and metals due to expected inflation, while cautioning against small cap growth investments. Examination of China's economic landscape, expressing concerns over the lack of anticipated government stimulus but also noting signs of stabilization in the property market.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
