Gerard Minack, Director of Minack Advisors, discusses the end of stagflation, higher interest rates in the short-term, and how risk assets in the U.S. are "way too optimistic". Minack explains his asset allocation strategy and areas in the world that he believes have relatively better value.

*This video was recorded on May 29, 2024

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0:00 - Intro

1:13 - Stagflation

3:37 - Interest rate outlook

5:32 - Inflation

9:57 - Debt

13:34 - Election implications

17:02 - Shipping rates

19:52 - Market bubbles

21:53 - Japan

27:27 - Investment opportunities

28:50 - Catalyst for 'stumble'

31:12 - Asset allocation

35:48 - Gold

39:00 - DXY

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