It’s Episode 41 of Magic Markets – Commodity Economy
The current tussle in macro thought globally is whether we see inflation materialize in a destructive manner or if it is transient. How this plays out is of particular importance to economies heavily skewed toward to natural resources.
In this week’s episode, The Finance Ghost and I kick off with what does well under inflationary periods. The discussion quickly segues into one on mining companies and other emerging market plays.
We try to cover a lot of ground. Join us for this episode and let us know where you would like more detail.
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