How Much Stimulus is Too Much? What are the Implications for Markets?

23/02/2021 16 min Episodio 9

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Episode Synopsis

At what point do increasing inflation expectations affect investor risk appetite? With vaccine success and reopening on the horizon, will the fiscal stimulus plan cause the economy to overheat? Beacon Pointe Chief Investment Officer, Michael Dow, CAIA, CFA, CPA shares his insight ahead of the next stimulus bill.