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stagflation

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 8, 2021 by Jordi Visser · across every show →

Everything said about stagflation, oldest first

Nov 8, 2021 bullish
Prediction Partly held up
Visser: US economy faces an elongated inflationary boom, not stagflation
“So I do believe instead of stagflation, this is an inflationary boom, meaning growth will stay on the higher side. The isms will stay up near 60 for an elongated period of time.”
Jordi Visser Nov 8, 2021 ▶ 31:06 Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
Sep 11, 2023 bearish
Opinion
Puffer: Stagflation from policy error is among the toughest portfolio environments
“In terms of the markets themselves, I'm worrying about the risk that the policymakers don't get this right, and that we end up in a stagflationary environment. That's a serious risk. And it's very difficult to steer a portfolio to be really resilient against t…”
Marlene Puffer Sep 11, 2023 ▶ 49:18 Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
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