Mike Wilson: 2020 and the Return to Reflation
Thoughts on the Market
English - December 23, 2019 17:34 - 4 minutes - 4.01 MB - ★★★★★ - 1.2K ratingsInvesting Business equities global alternatives strategy markets macro economics fixed income investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolios toward stocks that benefit from rising inflation.