Friday Musings Monthly: Confusion by Extrapolation | TPW Advisory
Broadcast on: April 29, 2022
Duration: 29:37
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- A tough month with few places to hide, even commodities have been hit.
- Investors price in scenarios, with uncertainty generated by the 3 Cs: Covid, Climate & Conflict.
- We expect the inflation fever to break both across the US and EU in coming months. Bringing price reversals across assets. As such we remain constructive on risk assets.
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Jay Pelosky, Founder, TPW Advisory
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Mehdi Sunderji, Director, OETV
