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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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