Invest it Best

Inflation, taper tantrums and equity valuations

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This episode of the Invest it Best podcast I speak with David Cassidy, Head of Investment Strategy at WILSONS. We discuss the following;

  • The data points that demonstrate that that the pent up demand is there and ready to go when economies and borders re-open
  • What occurred overseas when economies reopened overseas
  • What is entailed when central banks taper
  • Risks to tapering, including a potential 'taper tantrum'
  • How the CPI figure of inflation is derived
  • What long term bond yields can tell us the direction of interest rates in the future
  • Modern Monetary Theory (MMT)

    • David's research on QE, Tapering and Zero Cash Rates discussed in the episode can be found here

    https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa



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    The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.

     WILSONS Financial Services Guide (FSG) can be found here

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