Leifbridge Podcast
Monthly Market Analysis – Plus the forces behind “sticky inflation”
In this week’s Podcast, Neil Williams, Head of LeifBridge Investment Services and Ernst Knacke, Head of Investment Research discuss the outtakes from our monthly Global Investment Committee (GIC), the potential forces behind sticky inflation, and how this impacts investors.
00:00 intro
00:26 Global Investment Committee Update: Navigating Inflation
01:12 Inflation’s Persistence and Its Economic Implications
04:32 Exploring the Drivers Behind Sticky Inflation
05:50 The Housing Market’s Role in Inflation Dynamics
10:29 Rentier Capitalism and Its Impact on the Economy
14:17 The Future of Inflation and Economic Strategies
21:24 Investment Insights: Hedges Against Inflation
23:02 Closing Thoughts and Next Steps
Listen in on the conversation below 👇🏼