Published on: December 24th, 2019 • Duration: 38 minutes
Nicholas Pardini, portfolio manager and founder of Davos Investment Group, sits down with Tony Greer to describe his macro framework. Pardini argues that different generations are subject to different effective inflation rates, which is having profound knock-on effects in politics as well as in the economy. Pardini then shares part of his investment thesis, and outlines how he got his start in the investment business. Filmed on November 19, 2019, in New York. Find more info about Davos Invest Group here: http://davosig.com and find more of Nicholas's research here: http://causeandeffectreport.com.
