Wage Inflation, Work-From-Home, and The Commodity Supercycle

After nearly three decades of trading in commodities, futures, FX, and equity markets, Bob Iaccino, co-CIO of The Stock Think Tank, shares his risk-first approach to investing and his incorporation of technical analysis for position sizing, risk management, and buying opportunities. In this wide-ranging discussion, he explains his perspective on why inflation is not transitory, the market risks for when another recession comes, and his highest conviction views. Interviewed by Jack Farley on August 4, 2021.

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