Published on: October 18th, 2021 • Duration: 44 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.