Inflationary Boom Insights
Jordi challenges the notion of stagflation, arguing that current conditions reflect an inflationary boom with low unemployment and manageable inflation rates. He highlights the significant impact of $12 trillion in negative yielding debt and the resulting misallocation of investment strategies, emphasizing the need for adaptability in both quantitative and discretionary approaches as the market evolves.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
Related Questions