52:09

EssentialMake or Break: Inflation

There Won't Be a Crash. But ...

Featuring Jesse Felder and Maggie Lake

Nov 01, 2022 • 52 minutes

191

14

Essential

Make or Break: Inflation

There Won't Be a Crash. But ...

A prolonged bear market and a paradigm shift mean what once worked will no longer, according to Jesse Felder.

Featuring Jesse Felder and Maggie Lake

Nov 01, 2022 • 52 minutes

Jesse Felder says don’t bet on a V-shaped recovery. In this interview with Maggie Lake, the author of The Felder Report lays out his macro thesis and offers suggestions on what might work for your portfolio. As we move from an era of disinflation to higher structural inflation, Felder sees real assets such as commodities, TIPS, and some real estate as potential winners. In Felder’s view, what worked in the past won’t work in the future. Still, though the Nasdaq Composite has had its worst month in October since the Global Financial Crisis, he’s not completely bearish on technology. Tune into this compelling conversation to find out why. Recorded on October 26, 2022. Show More

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with inflation at the forefront. Our worldwide team of experts and analysts will guide you through a potential recession as well as investment opportunities.

More Episodes

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with inflation at the forefront. Our worldwide team of experts and analysts will guide you through a potential recession as well as investment opportunities.

More Episodes

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