The Outlook | Josh Steiner On "Macro Theme #2 | Global Inflation's Acceleration"

10/28/21 09:57PM EDT

Josh Steiner explains the allocations he uses to Fade the Fed's transitory inflation narrative. As the Cantillon effect accelerates inflation worldwide, learn how to position appropriately for the intermediate-term Quad 2/Quad 3 macroeconomic backdrop.

To watch other "The Outlook" interviews, click here.

https://cdn.jwplayer.com/players/gavrT5sG-x1Hp06Vr.js?sig=571ef9822f4fdb5af2b99ba87f69f374&exp=1637002263

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.