The most important question in the world right now is whether the 40-year trend of disinflation is ending. Is inflation coming?
Are you ready?
In this REALVISION interview, Kiril Sokoloff, Chairman and Founder of 13D Global Strategy & Research, talks with Mike Wilson, CIO, and Chief U.S. Equity Strategist of Morgan Stanley. He also chairs Morgan Stanley’s asset allocation committee of $3.5 trillion in assets. Wilson has had the hottest hand on Wall Street these past three years and nailed the bottom of the March lows to the very day. He believes a whole new investment paradigm has begun. The winners of the past decade of outperformance will fade and many new winners will dominate and outperform for the next several years.
why is inflation baked into our future?
Markets always climb a wall of worry
Focus to shift from Capital to Labor
Technology outperformance getting over?
How is a $3.2 Trillion asset manager doing asset allocation?
Which countries look attractive?
Investing more art than science
