Recorded on August 2, 2021
In this quarter’s podcast, Bill Harris and Bryden Teich discuss the inflation debate and whether or not the inflation we have seen thus far in 2021 is likely to persist. They also touch on the difference between goods versus asset inflation and how the distortive low interest rate environment continues to push up asset prices. They also discuss the outlook for the balance of 2021 and why the current market environment could be described as the “new normal”.
Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.