Inflation is Coming. Are You Ready?
The most important question in the world right now is whether the 40-year trend of disinflation is ending. Is inflation coming? Are you ready? In this interview, Kiril Sokoloff, Chairman and Founder of 13D Global Strategy & Research, talks with Mike Wilson, CIO and Chief U.S. Equity Strategist of Morgan Stanley. He also chairs Morgan Stanley’s asset allocation committee of $3.5 trillion in assets. Wilson has had the hottest hand on Wall Street these past three years and nailed the bottom of the March lows to the very day. He believes a whole new investment paradigm has begun. The winners of the past decade of outperformance will fade and many new winners will dominate and outperform for the next several years. Filmed on December 2, 2020.