Ep. 41 - Serious Inflation Risks - Here and Now!

UCLA Extension Business Insights
13/05/2021 20 min
Ep. 41 - Serious Inflation Risks - Here and Now!

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Episode Synopsis

JPMorgan’s top analyst is sounding the inflation alarm; we are at an inflection point where major asset reallocations will shortly impact the bond and stock markets in most negative ways. His investment advice is to move away from bonds and technology leaders (sell) and move toward commodity funds and stocks (buy). Does this make sense? You decide after today’s podcast!

Links used in this podcast:
https://www.reddit.com/r/shrinkflation/

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