Leifbridge Podcast

Monthly Market Analysis – Plus the forces behind “sticky inflation”

00:00
00:00
23:13
https://shardcapital.com/wp-content/uploads/2024/05/Market-Watch-sticky-inflation.mp3
Truemuzic
New York Vibe

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 👇🏼

https://shardcapital.com/wp-content/uploads/2024/05/Market-Watch-sticky-inflation.mp3
Truemuzic
New York Vibe