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EssentialThe Essential Conversation

Swimming Against the Tide: The Case for the Disinflationary Era

Featuring Carlos Asilis and Mark Ritchie II

Oct 18, 2021 • 43 minutes

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Essential

The Essential Conversation

Swimming Against the Tide: The Case for the Disinflationary Era

Market oracles claim inflation is here to stay--Carlos Asilis lays out the contrarian view.

Featuring Carlos Asilis and Mark Ritchie II

Oct 18, 2021 • 43 minutes

Market oracles claim inflation is here to stay—Carlos Asilis, co-founder and CIO of Glovista Investments, chats with Mark Ritchie II of RTM Capital Advisors about his contrarian inflation angle. Swimming against the tide of mass inflation hysteria, Asilis outlines why the post-Covid era of high innovation, normalized supply and demand levels, and eased stimulus brings us into a disinflationary period. Despite investors relying on macro drivers as signals for the equity markets, Asilis emphasizes that macro growth does not equate to equity market performance. With persisting low yields in the fixed income markets, Asilis and Ritchie discuss some of the best investments today to replace these alpha-deficient instruments. Filmed on October 13, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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