Macro Musings from A Latam Perspective
Global Thinking
English - February 13, 2024 16:27 - 37 minutes - 38.9 MBInvesting Business Education etfs factors gtaa global institutional pension undercurrents activemanagement advisors assetallocation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Bonds, Bitcoin and The Biggest Year Ever For Democracy
Next Episode: Running with Bulls - Is the Market Rally Broadening?
On this episode Rob sits down with our good friend Rodrigo Gordillo from Resolve Asset Management. Rodrigo has a fascinating background and shares how hyperinflation in 1980s Peru shaped his life and investment philosophy. He also discusses why emerging markets have been more proactive in combating inflation over the last few years, and why inflation volatility will be higher this decade than the last.
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