JPMorgan’s top analyst is sounding the inflation alarm; we are at an inflection point where major asset reallocations will shortly impact the bond and stock markets in most negative ways. His investment advice is to move away from bonds and technology leaders (sell) and move toward commodity funds and stocks (buy). Does this make sense? You decide after today’s podcast!

Links used in this podcast:

https://www.reddit.com/r/shrinkflation/