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Positioning for an Inflationary Boom

Scott Minerd, Chairman of Investments and Global CIO, joins Fox Business to discuss inflation, markets, and the macroeconomic outlook.

December 08, 2021

 

 

Key Takeaways:

  • We are getting an inflationary boom in the economy.
  • Inflation is being driven by the supply side, and this will reverse and abate.
  • Stocks should continue to go up even as the Fed sets tighter monetary policy.
  • Rising corporate profits point to more buybacks and M&A.


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